Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,484
Closed -$1.57M 311
2025
Q1
$1.57M Buy
+4,484
New +$1.57M 0.41% 52
2024
Q3
Sell
-832
Closed -$395K 225
2024
Q2
$395K Buy
+832
New +$395K 0.1% 131