Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
+786
New +$250K 0.06% 184
2024
Q1
Sell
-961
Closed -$239K 206
2023
Q4
$239K Buy
961
+6
+0.6% +$1.49K 0.08% 172
2023
Q3
$239K Buy
955
+10
+1% +$2.5K 0.09% 175
2023
Q2
$247K Buy
+945
New +$247K 0.09% 177