Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$773K Buy
+8,428
New +$773K 0.52% 68
2022
Q2
Sell
-3,489
Closed -$226K 193
2022
Q1
$226K Buy
+3,489
New +$226K 0.15% 181