Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28
Closed -$203K 131
2025
Q1
$203K Hold
28
0.08% 111
2024
Q4
$227K Buy
28
+1
+4% +$8.1K 0.07% 100
2024
Q3
$265K Sell
27
-2
-7% -$19.6K 0.1% 94
2024
Q2
$220K Buy
29
+1
+4% +$7.59K 0.08% 102
2024
Q1
$227K Buy
+28
New +$227K 0.07% 100