Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$728K Buy
+69,224
New +$728K 0.85% 42
2024
Q4
Sell
-69,831
Closed -$1.4M 288
2024
Q3
$1.4M Buy
69,831
+2,160
+3% +$43.3K 0.51% 43
2024
Q2
$1.19M Sell
67,671
-1,200
-2% -$21.1K 0.51% 43
2024
Q1
$1.23M Buy
+68,871
New +$1.23M 0.86% 24