Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$638K Buy
+22,710
New +$638K 0.11% 304
2024
Q3
Sell
-8,947
Closed -$348K 777
2024
Q2
$348K Buy
+8,947
New +$348K 0.06% 468
2023
Q3
Sell
-10,589
Closed -$464K 670
2023
Q2
$464K Buy
+10,589
New +$464K 0.08% 287