Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
+186
New +$249K 0.13% 69
2025
Q1
Sell
-344
Closed -$307K 62
2024
Q4
$307K Hold
344
0.15% 54
2024
Q3
$244K Hold
344
0.12% 58
2024
Q2
$232K Sell
344
-236
-41% -$159K 0.11% 59
2024
Q1
$352K Sell
580
-321
-36% -$195K 0.19% 49
2023
Q4
$439K Buy
+901
New +$439K 0.31% 41