Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Hold
436
0.16% 118
2025
Q1
$203K Buy
+436
New +$203K 0.16% 113
2024
Q4
Sell
-470
Closed -$224K 115
2024
Q3
$224K Hold
470
0.18% 108
2024
Q2
$206K Sell
470
-9
-2% -$3.95K 0.18% 108
2024
Q1
$222K Buy
+479
New +$222K 0.18% 107