Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$203K 446
2025
Q1
Sell
-28
Closed -$229K 278
2024
Q4
$229K Hold
28
0.04% 226
2024
Q3
$275K Hold
28
0.05% 130
2024
Q2
$212K Buy
+28
New +$212K 0.04% 167