Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
+1,653
New +$213K 0.05% 551
2024
Q3
Sell
-4,768
Closed -$778K 804
2024
Q2
$778K Buy
4,768
+153
+3% +$25K 0.22% 166
2024
Q1
$807K Buy
+4,615
New +$807K 0.21% 184
2023
Q4
Sell
-1,721
Closed -$247K 484
2023
Q3
$247K Buy
+1,721
New +$247K 0.14% 304