Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
+8,243
New +$231K 0.03% 431
2023
Q4
Sell
-18,732
Closed -$596K 579
2023
Q3
$596K Buy
+18,732
New +$596K 0.18% 245
2023
Q2
Sell
-23,161
Closed -$574K 483
2023
Q1
$574K Buy
+23,161
New +$574K 0.34% 104
2022
Q2
Sell
-6,775
Closed -$278K 328
2022
Q1
$278K Buy
+6,775
New +$278K 0.15% 282