Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Buy
+32,609
New +$165K 0.04% 584
2025
Q1
Sell
-40,833
Closed -$411K 837
2024
Q4
$411K Buy
+40,833
New +$411K 0.09% 384
2024
Q3
Sell
-12,542
Closed -$197K 871
2024
Q2
$197K Buy
+12,542
New +$197K 0.06% 525
2023
Q2
Sell
-36,087
Closed -$519K 614
2023
Q1
$519K Buy
+36,087
New +$519K 0.17% 237