Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
+16,199
New +$315K 0.37% 71
2025
Q1
Sell
-14,672
Closed -$253K 167
2024
Q4
$253K Buy
14,672
+485
+3% +$8.36K 0.15% 177
2024
Q3
$320K Buy
14,187
+1,937
+16% +$43.7K 0.16% 170
2024
Q2
$303K Buy
+12,250
New +$303K 0.16% 185