Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Buy
+9,481
New +$476K 0.11% 332
2025
Q1
Sell
-12,889
Closed -$682K 635
2024
Q4
$682K Sell
12,889
-2,698
-17% -$143K 0.15% 265
2024
Q3
$866K Buy
+15,587
New +$866K 0.21% 171