Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
+664
New +$237K 0.09% 92
2025
Q1
Sell
-680
Closed -$226K 98
2024
Q4
$226K Hold
680
0.09% 78
2024
Q3
$225K Hold
680
0.09% 78
2024
Q2
$213K Hold
680
0.1% 76
2024
Q1
$225K Buy
+680
New +$225K 0.1% 74