Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
+679
New +$206K 0.09% 38
2025
Q1
Sell
-950
Closed -$234K 48
2024
Q4
$234K Sell
950
-9
-0.9% -$2.22K 0.11% 42
2024
Q3
$220K Buy
+959
New +$220K 0.1% 45