Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
+18,286
New +$247K 0.01% 918
2024
Q4
$320K Buy
15,809
+959
+6% +$19.4K 0.03% 564
2024
Q3
$172K Sell
14,850
-1,585
-10% -$18.4K 0.02% 573
2024
Q2
$230K Buy
+16,435
New +$230K 0.04% 375