Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
+72,587
New +$293K 0.15% 287
2024
Q2
Sell
-5,039
Closed -$20.6K 1657
2024
Q1
$20.6K Sell
5,039
-29,931
-86% -$122K 0.02% 1084
2023
Q4
$137K Buy
+34,970
New +$137K 0.13% 228