Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
+440
New +$210K 0.01% 646
2025
Q1
Sell
-440
Closed -$178K 1162
2024
Q4
$178K Sell
440
-10
-2% -$4.04K 0.01% 805
2024
Q3
$227K Sell
450
-23
-5% -$11.6K 0.01% 678
2024
Q2
$203K Buy
+473
New +$203K 0.01% 680