Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
+1,330
New +$202K 0.04% 321
2025
Q1
Sell
-1,784
Closed -$230K 358
2024
Q4
$230K Sell
1,784
-512
-22% -$66.1K 0.05% 255
2024
Q3
$314K Buy
+2,296
New +$314K 0.08% 181