Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Buy
+9,852
New +$282K 0.07% 466
2024
Q3
Sell
-12,815
Closed -$288K 684
2024
Q2
$288K Buy
+12,815
New +$288K 0.08% 424
2024
Q1
Sell
-25,428
Closed -$750K 612
2023
Q4
$750K Buy
25,428
+16,577
+187% +$489K 0.53% 28
2023
Q3
$241K Buy
+8,851
New +$241K 0.14% 311
2023
Q2
Sell
-25,169
Closed -$544K 457
2023
Q1
$544K Buy
+25,169
New +$544K 0.17% 224