Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$161K Buy
+7,179
New +$161K 0.04% 258
2024
Q4
$144K Sell
7,161
-1,890
-21% -$37.9K 0.04% 238
2024
Q3
$212K Sell
9,051
-431
-5% -$10.1K 0.06% 192
2024
Q2
$294K Sell
9,482
-4,026
-30% -$125K 0.09% 168
2024
Q1
$597K Buy
+13,508
New +$597K 0.2% 126