Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Buy
+11,199
New +$345K 0.08% 413
2024
Q4
Sell
-6,256
Closed -$303K 621
2024
Q3
$303K Buy
6,256
+1,271
+25% +$61.6K 0.07% 448
2024
Q2
$262K Sell
4,985
-643
-11% -$33.8K 0.07% 442
2024
Q1
$339K Buy
+5,628
New +$339K 0.09% 390
2023
Q2
Sell
-4,745
Closed -$212K 420
2023
Q1
$212K Buy
+4,745
New +$212K 0.07% 386