Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
+2,388
New +$223K 0.1% 131
2024
Q2
Sell
-2,795
Closed -$215K 126
2024
Q1
$215K Buy
+2,795
New +$215K 0.14% 117
2023
Q3
Sell
-5,590
Closed -$241K 124
2023
Q2
$241K Buy
+5,590
New +$241K 0.18% 114