Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
+2,420
New +$349K 0.01% 858
2024
Q4
Sell
-4,161
Closed -$456K 1114
2024
Q3
$456K Sell
4,161
-27
-0.6% -$2.96K 0.02% 613
2024
Q2
$433K Buy
+4,188
New +$433K 0.02% 616
2023
Q2
Sell
-5,510
Closed -$364K 894
2023
Q1
$364K Buy
+5,510
New +$364K 0.02% 593