Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
+19,205
New +$208K 0.24% 225
2025
Q1
Sell
-12,378
Closed -$186K 394
2024
Q4
$186K Sell
12,378
-10,051
-45% -$151K 0.11% 283
2024
Q3
$276K Buy
22,429
+9,849
+78% +$121K 0.13% 224
2024
Q2
$186K Buy
+12,580
New +$186K 0.1% 391