Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
+3,790
New +$391K 0.13% 284
2024
Q4
Sell
-7,759
Closed -$759K 416
2024
Q3
$759K Buy
7,759
+4,931
+174% +$483K 0.23% 172
2024
Q2
$277K Sell
2,828
-2,672
-49% -$262K 0.06% 367
2024
Q1
$677K Buy
+5,500
New +$677K 0.16% 220
2023
Q4
Sell
-5,600
Closed -$662K 626
2023
Q3
$662K Buy
+5,600
New +$662K 0.23% 167