Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
+269
New +$216K 0.07% 176
2024
Q3
Sell
-275
Closed -$257K 171
2024
Q2
$257K Sell
275
-3
-1% -$2.8K 0.11% 98
2024
Q1
$259K Sell
278
-15
-5% -$14K 0.12% 85
2023
Q4
$261K Buy
+293
New +$261K 0.13% 82