Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
+2,663
New +$581K 0.07% 304
2025
Q1
Sell
-2,935
Closed -$422K 408
2024
Q4
$422K Hold
2,935
0.06% 339
2024
Q3
$352K Sell
2,935
-23
-0.8% -$2.76K 0.05% 368
2024
Q2
$322K Sell
2,958
-671
-18% -$73K 0.05% 392
2024
Q1
$486K Buy
+3,629
New +$486K 0.07% 355