Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
+3,067
New +$233K 0.08% 430
2025
Q1
Sell
-6,295
Closed -$445K 682
2024
Q4
$445K Buy
+6,295
New +$445K 0.2% 193
2024
Q3
Sell
-6,516
Closed -$364K 603
2024
Q2
$364K Buy
+6,516
New +$364K 0.09% 341
2023
Q4
Sell
-26,000
Closed -$1.4M 801
2023
Q3
$1.4M Buy
+26,000
New +$1.4M 0.49% 41