Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Buy
+3,996
New +$174K 0.01% 405
2024
Q3
Sell
-17,351
Closed -$880K 1371
2024
Q2
$880K Buy
17,351
+2,082
+14% +$106K 0.03% 207
2024
Q1
$883K Buy
+15,269
New +$883K 0.03% 249