Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Buy
+1,336
New +$226K 0.02% 260
2025
Q1
Sell
-2,299
Closed -$364K 236
2024
Q4
$364K Sell
2,299
-704
-23% -$111K 0.03% 203
2024
Q3
$381K Sell
3,003
-205
-6% -$26K 0.03% 154
2024
Q2
$347K Sell
3,208
-218
-6% -$23.6K 0.03% 155
2024
Q1
$313K Buy
3,426
+32
+0.9% +$2.93K 0.03% 194
2023
Q4
$213K Buy
+3,394
New +$213K 0.02% 261