Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Buy
+11,360
New +$123K 0.05% 188
2025
Q1
Sell
-11,389
Closed -$113K 181
2024
Q4
$113K Sell
11,389
-1,074
-9% -$10.6K 0.05% 176
2024
Q3
$132K Buy
12,463
+1,156
+10% +$12.2K 0.06% 193
2024
Q2
$142K Buy
+11,307
New +$142K 0.07% 171