Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
452
+27
+6% +$21.6K 0.02% 206
2025
Q1
$282K Buy
+425
New +$282K 0.02% 212
2024
Q4
Sell
-242
Closed -$202K 230
2024
Q3
$202K Buy
+242
New +$202K 0.01% 235