Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
+1,308
New +$221K 0.01% 796
2025
Q1
Sell
-1,327
Closed -$210K 888
2024
Q4
$210K Sell
1,327
-791
-37% -$125K 0.01% 789
2024
Q3
$269K Sell
2,118
-677
-24% -$85.9K 0.02% 688
2024
Q2
$303K Buy
2,795
+266
+11% +$28.8K 0.04% 477
2024
Q1
$231K Buy
+2,529
New +$231K 0.02% 562