Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
+2,606
New +$233K 0.16% 121
2025
Q1
Sell
-7,580
Closed -$586K 190
2024
Q4
$586K Sell
7,580
-1,925
-20% -$149K 0.24% 64
2024
Q3
$694K Buy
9,505
+1,057
+13% +$77.2K 0.27% 55
2024
Q2
$509K Buy
8,448
+2,509
+42% +$151K 0.18% 72
2024
Q1
$375K Buy
+5,939
New +$375K 0.1% 160