Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Buy
+10,197
New +$111K 0.03% 609
2025
Q1
Sell
-11,307
Closed -$186K 548
2024
Q4
$186K Sell
11,307
-3,389
-23% -$55.9K 0.04% 564
2024
Q3
$206K Buy
+14,696
New +$206K 0.05% 564