Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$660K Buy
+5,477
New +$660K 0.03% 477
2024
Q3
Sell
-2,744
Closed -$259K 1513
2024
Q2
$259K Buy
2,744
+576
+27% +$54.4K 0.02% 631
2024
Q1
$240K Buy
+2,168
New +$240K 0.02% 704