Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
+9,533
New +$518K 0.13% 331
2024
Q4
Sell
-13,086
Closed -$871K 847
2024
Q3
$871K Sell
13,086
-495
-4% -$33K 0.17% 233
2024
Q2
$1.01M Buy
13,581
+10,203
+302% +$756K 0.21% 180
2024
Q1
$337K Buy
+3,378
New +$337K 0.18% 257