Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
+2,073
New +$328K 0.11% 67
2025
Q1
Sell
-1,713
Closed -$230K 74
2024
Q4
$230K Sell
1,713
-449
-21% -$60.3K 0.07% 74
2024
Q3
$262K Buy
2,162
+2
+0.1% +$243 0.08% 73
2024
Q2
$267K Sell
2,160
-270
-11% -$33.3K 0.08% 73
2024
Q1
$220K Buy
+2,430
New +$220K 0.07% 71