Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
+63,926
New +$306K 0.01% 295
2025
Q1
Sell
-39,639
Closed -$481K 474
2024
Q4
$481K Buy
39,639
+18,145
+84% +$220K 0.02% 196
2024
Q3
$361K Buy
+21,494
New +$361K 0.01% 203
2024
Q2
Sell
-32,342
Closed -$510K 368
2024
Q1
$510K Buy
+32,342
New +$510K 0.01% 86