Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
+1,586
New +$200K 0.05% 242
2025
Q1
Sell
-2,973
Closed -$390K 294
2024
Q4
$390K Buy
2,973
+739
+33% +$96.9K 0.11% 134
2024
Q3
$240K Buy
+2,234
New +$240K 0.09% 216
2024
Q2
Sell
-1,739
Closed -$212K 230
2024
Q1
$212K Buy
+1,739
New +$212K 0.2% 156