Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
+16,529
New +$257K 0.12% 184
2024
Q4
Sell
-11,730
Closed -$308K 185
2024
Q3
$308K Buy
11,730
+451
+4% +$11.8K 0.2% 88
2024
Q2
$218K Sell
11,279
-361
-3% -$6.96K 0.15% 116
2024
Q1
$240K Buy
+11,640
New +$240K 0.18% 100