Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
+504
New +$240K 0.01% 522
2025
Q1
Sell
-774
Closed -$313K 732
2024
Q4
$313K Sell
774
-4
-0.5% -$1.62K 0.07% 161
2024
Q3
$393K Sell
778
-1
-0.1% -$505 0.09% 131
2024
Q2
$335K Buy
+779
New +$335K 0.08% 138