Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$786K Buy
+15,084
New +$786K 0.03% 813
2024
Q2
Sell
-12,487
Closed -$1,000K 1953
2024
Q1
$1,000K Buy
+12,487
New +$1,000K 0.13% 161
2023
Q4
Sell
-3,361
Closed -$339K 1673
2023
Q3
$339K Buy
+3,361
New +$339K 0.06% 645