Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Buy
+11,981
New +$515K 0.01% 824
2025
Q1
Sell
-22,408
Closed -$936K 1278
2024
Q4
$936K Buy
+22,408
New +$936K 0.01% 629
2024
Q1
Sell
-28,063
Closed -$348K 1329
2023
Q4
$348K Sell
28,063
-30,756
-52% -$381K 0.01% 883
2023
Q3
$875K Buy
+58,819
New +$875K 0.02% 552