Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$470K Buy
+24,421
New +$470K 0.01% 1089
2025
Q1
Sell
-18,450
Closed -$493K 1569
2024
Q4
$493K Buy
18,450
+933
+5% +$24.9K 0.01% 954
2024
Q3
$450K Buy
17,517
+2,901
+20% +$74.6K 0.01% 983
2024
Q2
$484K Buy
+14,616
New +$484K 0.01% 902