Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$657K Buy
+7,609
New +$657K 0.09% 253
2025
Q1
Sell
-6,870
Closed -$378K 495
2024
Q4
$378K Sell
6,870
-12,974
-65% -$714K 0.1% 261
2024
Q3
$1.33M Buy
+19,844
New +$1.33M 0.35% 87