Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Buy
+2,461
New +$302K 0.03% 167
2024
Q4
Sell
-4,164
Closed -$494K 158
2024
Q3
$494K Buy
4,164
+502
+14% +$59.5K 0.06% 77
2024
Q2
$505K Buy
+3,662
New +$505K 0.07% 74