Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
+13,633
New +$118K 0.01% 966
2025
Q1
Sell
-35,402
Closed -$381K 1090
2024
Q4
$381K Sell
35,402
-13,869
-28% -$149K 0.02% 605
2024
Q3
$527K Buy
49,271
+21,950
+80% +$235K 0.03% 473
2024
Q2
$454K Buy
27,321
+10,545
+63% +$175K 0.03% 486
2024
Q1
$193K Buy
+16,776
New +$193K 0.01% 920