Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
+4,040
New +$377K 0.12% 154
2024
Q1
Sell
-7,733
Closed -$476K 142
2023
Q4
$476K Buy
+7,733
New +$476K 0.31% 45
2023
Q3
Sell
-7,000
Closed -$302K 88
2023
Q2
$302K Buy
+7,000
New +$302K 0.23% 50