Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
+7,901
New +$292K 0.01% 987
2024
Q4
Sell
-11,589
Closed -$525K 1229
2024
Q3
$525K Sell
11,589
-2,302
-17% -$104K 0.01% 753
2024
Q2
$531K Buy
13,891
+2,302
+20% +$87.9K 0.01% 750
2024
Q1
$525K Buy
+11,589
New +$525K 0.01% 753