Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
+6,336
New +$217K 0.09% 376
2024
Q4
Sell
-6,687
Closed -$235K 1214
2024
Q3
$235K Sell
6,687
-2,200
-25% -$77.2K 0.05% 685
2024
Q2
$328K Sell
8,887
-1,221
-12% -$45.1K 0.06% 582
2024
Q1
$398K Buy
+10,108
New +$398K 0.08% 446