Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
+3,317
New +$228K 0.04% 291
2024
Q4
Sell
-3,594
Closed -$238K 284
2024
Q3
$238K Buy
+3,594
New +$238K 0.05% 205
2023
Q4
Sell
-4,577
Closed -$253K 199
2023
Q3
$253K Buy
+4,577
New +$253K 0.08% 142