Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
+2,045
New +$295K 0.03% 136
2024
Q4
Sell
-1,970
Closed -$216K 173
2024
Q3
$216K Buy
1,970
+13
+0.7% +$1.42K 0.03% 156
2024
Q2
$202K Buy
+1,957
New +$202K 0.03% 158