Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$921K Buy
+19,729
New +$921K 0.02% 433
2024
Q4
Sell
-6,128
Closed -$324K 1829
2024
Q3
$324K Sell
6,128
-2,745
-31% -$145K 0.01% 1035
2024
Q2
$487K Buy
8,873
+3,523
+66% +$193K 0.01% 791
2024
Q1
$345K Sell
5,350
-12,649
-70% -$815K 0.01% 862
2023
Q4
$1.03M Buy
17,999
+11,394
+173% +$655K 0.02% 316
2023
Q3
$381K Buy
+6,605
New +$381K 0.01% 677