Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Buy
998
+179
+22% +$59.2K 0.04% 187
2025
Q1
$269K Buy
+819
New +$269K 0.03% 192
2024
Q4
Sell
-1,287
Closed -$446K 341
2024
Q3
$446K Buy
1,287
+143
+13% +$49.5K 0.06% 80
2024
Q2
$378K Buy
+1,144
New +$378K 0.06% 76