Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
+787
New +$369K 0.05% 396
2024
Q2
Sell
-503
Closed -$234K 381
2024
Q1
$234K Buy
+503
New +$234K 0.21% 232
2023
Q2
Sell
-1,211
Closed -$430K 462
2023
Q1
$430K Buy
+1,211
New +$430K 0.25% 177