Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Buy
+10,145
New +$493K 0.01% 1059
2025
Q1
Sell
-20,411
Closed -$976K 1640
2024
Q4
$976K Buy
20,411
+2,645
+15% +$127K 0.02% 650
2024
Q3
$992K Buy
17,766
+1,166
+7% +$65.1K 0.03% 635
2024
Q2
$796K Buy
+16,600
New +$796K 0.02% 679