Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$830K Buy
+8,900
New +$830K 0.2% 206
2024
Q2
Sell
-3,191
Closed -$246K 757
2024
Q1
$246K Sell
3,191
-1,073
-25% -$82.6K 0.13% 333
2023
Q4
$263K Buy
+4,264
New +$263K 0.26% 152