Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
+2,291
New +$294K 0.03% 302
2025
Q1
Sell
-2,128
Closed -$242K 429
2024
Q4
$242K Sell
2,128
-478
-18% -$54.3K 0.03% 310
2024
Q3
$259K Buy
+2,606
New +$259K 0.03% 291