Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
+1,528
New +$273K 0.01% 867
2025
Q1
Sell
-1,370
Closed -$238K 1033
2024
Q4
$238K Buy
1,370
+119
+10% +$20.7K 0.01% 833
2024
Q3
$283K Buy
1,251
+190
+18% +$43K 0.02% 693
2024
Q2
$237K Buy
+1,061
New +$237K 0.02% 674