Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
+11,580
New +$126K 0.04% 125
2024
Q1
Sell
-20,726
Closed -$253K 141
2023
Q4
$253K Sell
20,726
-4,932
-19% -$60.1K 0.11% 122
2023
Q3
$319K Buy
+25,658
New +$319K 0.15% 105