Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
3,899
-16,861
-81% -$640K 0.01% 423
2025
Q1
$869K Buy
+20,760
New +$869K 0.04% 193
2024
Q4
Sell
-7,810
Closed -$303K 965
2024
Q3
$303K Sell
7,810
-9,201
-54% -$357K 0.01% 349
2024
Q2
$589K Buy
17,011
+7,336
+76% +$254K 0.02% 257
2024
Q1
$339K Buy
+9,675
New +$339K 0.01% 391