Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
+2,060
New +$260K 0.01% 891
2025
Q1
Sell
-1,971
Closed -$258K 1110
2024
Q4
$258K Buy
1,971
+63
+3% +$8.26K 0.01% 796
2024
Q3
$205K Buy
+1,908
New +$205K 0.01% 844