Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
+880
New +$237K 0.01% 386
2025
Q1
Sell
-2,092
Closed -$492K 399
2024
Q4
$492K Buy
2,092
+1,220
+140% +$287K 0.01% 286
2024
Q3
$223K Buy
+872
New +$223K 0.01% 365