Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
+1,345
New +$240K 0.01% 724
2024
Q4
Sell
-1,041
Closed -$236K 473
2024
Q3
$236K Sell
1,041
-239
-19% -$54.1K 0.01% 399
2024
Q2
$287K Buy
+1,280
New +$287K 0.01% 319