Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
+2,908
New +$344K 0.07% 236
2025
Q1
Sell
-988
Closed -$176K 1992
2024
Q4
$176K Buy
988
+597
+153% +$106K 0.02% 266
2024
Q3
$96.7K Buy
391
+163
+71% +$40.3K 0.02% 422
2024
Q2
$48K Buy
+228
New +$48K 0.01% 660