Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
+857
New +$272K 0.09% 102
2025
Q1
Sell
-651
Closed -$263K 114
2024
Q4
$263K Buy
+651
New +$263K 0.09% 100
2024
Q1
Sell
-985
Closed -$245K 113
2023
Q4
$245K Buy
+985
New +$245K 0.1% 98