Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$851K Buy
+8,252
New +$851K 0.2% 187
2025
Q1
Sell
-2,641
Closed -$247K 527
2024
Q4
$247K Buy
+2,641
New +$247K 0.06% 516
2024
Q3
Sell
-8,578
Closed -$840K 614
2024
Q2
$840K Buy
8,578
+4,782
+126% +$468K 0.24% 144
2024
Q1
$467K Sell
3,796
-654
-15% -$80.5K 0.12% 309
2023
Q4
$540K Buy
+4,450
New +$540K 0.39% 90