Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Buy
+3,118
New +$706K 0.53% 58
2025
Q1
Sell
-3,349
Closed -$661K 104
2024
Q4
$661K Sell
3,349
-59
-2% -$11.7K 0.52% 57
2024
Q3
$592K Buy
3,408
+3
+0.1% +$521 0.48% 64
2024
Q2
$592K Buy
3,405
+1,526
+81% +$265K 0.51% 63
2024
Q1
$256K Buy
+1,879
New +$256K 0.22% 108