Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
+261
New +$234K 0.06% 222
2024
Q4
Sell
-286
Closed -$221K 782
2024
Q3
$221K Sell
286
-28
-9% -$21.7K 0.04% 254
2024
Q2
$275K Buy
+314
New +$275K 0.07% 197