Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Buy
+24,429
New +$123K 0.03% 537
2025
Q1
Sell
-187,791
Closed -$886K 669
2024
Q4
$886K Buy
187,791
+137,509
+273% +$649K 0.25% 131
2024
Q3
$191K Sell
50,282
-62,074
-55% -$236K 0.04% 561
2024
Q2
$399K Sell
112,356
-51,343
-31% -$182K 0.08% 383
2024
Q1
$514K Buy
+163,699
New +$514K 0.27% 141