Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
+9,339
New +$279K 0.06% 471
2024
Q3
Sell
-12,596
Closed -$389K 631
2024
Q2
$389K Buy
12,596
+6,579
+109% +$203K 0.11% 351
2024
Q1
$240K Buy
+6,017
New +$240K 0.06% 481