Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
+1,448
New +$234K 0.26% 68
2025
Q1
Sell
-1,879
Closed -$232K 76
2024
Q4
$232K Buy
1,879
+114
+6% +$14.1K 0.24% 70
2024
Q3
$252K Buy
+1,765
New +$252K 0.24% 71