Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$714K Buy
+16,114
New +$714K 0.01% 545
2025
Q1
Sell
-11,150
Closed -$406K 1779
2024
Q4
$406K Buy
+11,150
New +$406K 0.01% 683
2023
Q4
Sell
-41,748
Closed -$782K 1650
2023
Q3
$782K Buy
41,748
+29,613
+244% +$555K 0.02% 436
2023
Q2
$274K Buy
+12,135
New +$274K 0.01% 800