Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
4,394
-500
-10% -$29.1K 0.02% 201
2025
Q1
$236K Buy
+4,894
New +$236K 0.02% 202
2024
Q4
Sell
-4,890
Closed -$261K 266
2024
Q3
$261K Sell
4,890
-499
-9% -$26.7K 0.02% 196
2024
Q2
$226K Buy
+5,389
New +$226K 0.02% 192