Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
+22,300
New +$399K 0.07% 550
2025
Q1
Sell
-27,923
Closed -$330K 1278
2024
Q4
$330K Buy
+27,923
New +$330K 0.06% 593
2024
Q3
Sell
-35,117
Closed -$257K 1147
2024
Q2
$257K Sell
35,117
-9,129
-21% -$66.9K 0.05% 594
2024
Q1
$340K Buy
+44,246
New +$340K 0.07% 495