Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
+2,550
New +$287K 0.07% 459
2025
Q1
Sell
-6,349
Closed -$710K 778
2024
Q4
$710K Buy
6,349
+4,118
+185% +$460K 0.2% 196
2024
Q3
$311K Buy
+2,231
New +$311K 0.06% 475