Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
+2,799
New +$411K 0.01% 990
2025
Q1
Sell
-2,373
Closed -$405K 1608
2024
Q4
$405K Buy
2,373
+598
+34% +$102K 0.01% 1018
2024
Q3
$372K Buy
1,775
+565
+47% +$118K 0.01% 1074
2024
Q2
$212K Buy
+1,210
New +$212K ﹤0.01% 1306