Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Buy
+21,591
New +$452K 0.06% 255
2024
Q2
Sell
-13,855
Closed -$297K 329
2024
Q1
$297K Buy
13,855
+390
+3% +$8.37K 0.06% 235
2023
Q4
$290K Sell
13,465
-84
-0.6% -$1.81K 0.06% 232
2023
Q3
$272K Buy
+13,549
New +$272K 0.07% 235