Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
897
+59
+7% +$18.7K 0.07% 86
2025
Q1
$217K Buy
838
+16
+2% +$4.15K 0.06% 87
2024
Q4
$297K Buy
+822
New +$297K 0.08% 79
2023
Q3
Sell
-791
Closed -$207K 77
2023
Q2
$207K Buy
+791
New +$207K 0.09% 72