Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$167K Buy
+12,853
New +$167K 0.02% 460
2024
Q3
Sell
-10,269
Closed -$618K 547
2024
Q2
$618K Sell
10,269
-1,426
-12% -$85.8K 0.08% 273
2024
Q1
$603K Buy
11,695
+622
+6% +$32.1K 0.05% 299
2023
Q4
$446K Buy
+11,073
New +$446K 0.04% 350