Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
+1,028
New +$367K 0.04% 333
2025
Q1
Sell
-829
Closed -$298K 378
2024
Q4
$298K Sell
829
-307
-27% -$110K 0.04% 254
2024
Q3
$393K Sell
1,136
-99
-8% -$34.3K 0.06% 217
2024
Q2
$363K Buy
+1,235
New +$363K 0.06% 311