Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Buy
+165,526
New +$334K 0.01% 1353
2024
Q4
Sell
-63,494
Closed -$225K 2403
2024
Q3
$225K Buy
+63,494
New +$225K 0.02% 1364
2024
Q2
Sell
-34,104
Closed -$41.6K 1988
2024
Q1
$41.6K Buy
+34,104
New +$41.6K 0.01% 1503
2023
Q3
Sell
-15,799
Closed -$48.8K 1648
2023
Q2
$48.8K Buy
+15,799
New +$48.8K 0.01% 1238