Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
+236
New +$211K 0.15% 131
2024
Q4
Sell
-349
Closed -$270K 113
2024
Q3
$270K Buy
349
+2
+0.6% +$1.55K 0.21% 100
2024
Q2
$286K Sell
347
-38
-10% -$31.3K 0.22% 92
2024
Q1
$269K Buy
+385
New +$269K 0.21% 86