Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,816
Closed -$204K 472
2025
Q1
$204K Buy
+3,816
New +$204K 0.02% 379
2024
Q2
Sell
-5,243
Closed -$218K 379
2024
Q1
$218K Sell
5,243
-6,342
-55% -$264K 0.03% 331
2023
Q4
$425K Buy
+11,585
New +$425K 0.07% 235