Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$660K Buy
+6,656
New +$660K 0.02% 1101
2024
Q2
Sell
-3,811
Closed -$252K 1546
2024
Q1
$252K Buy
+3,811
New +$252K 0.02% 1047
2023
Q4
Sell
-3,979
Closed -$220K 1376
2023
Q3
$220K Sell
3,979
-10,907
-73% -$604K 0.02% 882
2023
Q2
$1.01M Buy
+14,886
New +$1.01M 0.11% 293