Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
+3,735
New +$265K 0.12% 219
2025
Q1
Sell
-2,697
Closed -$204K 268
2024
Q4
$204K Buy
2,697
+413
+18% +$31.3K 0.1% 261
2024
Q3
$202K Buy
+2,284
New +$202K 0.1% 253
2024
Q2
Sell
-2,573
Closed -$242K 271
2024
Q1
$242K Sell
2,573
-205
-7% -$19.3K 0.15% 204
2023
Q4
$302K Buy
+2,778
New +$302K 0.14% 218