Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
+1,124
New +$255K 0.13% 98
2023
Q2
Sell
-3,447
Closed -$321K 69
2023
Q1
$321K Buy
+3,447
New +$321K 0.33% 52