Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
+1,291
New +$204K 0.16% 93
2024
Q3
Sell
-6,651
Closed -$822K 99
2024
Q2
$822K Buy
6,651
+3,071
+86% +$379K 0.77% 39
2024
Q1
$323K Buy
+3,580
New +$323K 0.29% 76