Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
+6,585
New +$430K 0.02% 1202
2025
Q1
Sell
-9,760
Closed -$403K 3227
2024
Q4
$403K Buy
9,760
+2,656
+37% +$110K 0.03% 949
2024
Q3
$280K Buy
+7,104
New +$280K 0.02% 1230