Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628K Buy
+2,864
New +$628K 0.19% 28
2025
Q1
Sell
-2,202
Closed -$483K 52
2024
Q4
$483K Buy
2,202
+686
+45% +$151K 0.16% 32
2024
Q3
$282K Buy
1,516
+274
+22% +$51.1K 0.09% 40
2024
Q2
$240K Sell
1,242
-34
-3% -$6.57K 0.09% 43
2024
Q1
$230K Buy
+1,276
New +$230K 0.08% 43