Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Buy
+61,476
New +$647K 0.16% 267
2025
Q1
Sell
-49,520
Closed -$637K 551
2024
Q4
$637K Sell
49,520
-13,678
-22% -$176K 0.18% 221
2024
Q3
$1.27M Buy
63,198
+34,818
+123% +$698K 0.25% 127
2024
Q2
$499K Buy
+28,380
New +$499K 0.1% 331