Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
+1,106
New +$250K 0.12% 112
2025
Q1
Sell
-1,110
Closed -$219K 147
2024
Q4
$219K Buy
+1,110
New +$219K 0.11% 122
2024
Q3
Sell
-1,430
Closed -$249K 102
2024
Q2
$249K Buy
+1,430
New +$249K 0.22% 77