Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Buy
+2,225
New +$281K 0.01% 862
2024
Q4
$241K Buy
+1,841
New +$241K 0.02% 692
2024
Q2
Sell
-1,870
Closed -$228K 445
2024
Q1
$228K Sell
1,870
-550
-23% -$67.1K 0.04% 341
2023
Q4
$212K Buy
+2,420
New +$212K 0.05% 332