Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
+701
New +$223K 0.13% 76
2025
Q1
Sell
-922
Closed -$372K 87
2024
Q4
$372K Hold
922
0.23% 54
2024
Q3
$241K Buy
922
+6
+0.7% +$1.57K 0.16% 68
2024
Q2
$213K Buy
+916
New +$213K 0.14% 74