Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
+2,561
New +$275K 0.04% 210
2025
Q1
Sell
-11,310
Closed -$768K 214
2024
Q4
$768K Buy
11,310
+1,917
+20% +$130K 0.12% 117
2024
Q3
$700K Buy
+9,393
New +$700K 0.12% 118