Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Buy
+2,228
New +$475K 0.02% 608
2023
Q4
Sell
-3,478
Closed -$397K 849
2023
Q3
$397K Buy
3,478
+68
+2% +$7.77K 0.03% 366
2023
Q2
$402K Buy
+3,410
New +$402K 0.03% 415