Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
+4,761
New +$310K 0.02% 426
2025
Q1
Sell
-4,362
Closed -$314K 516
2024
Q4
$314K Sell
4,362
-25
-0.6% -$1.8K 0.02% 394
2024
Q3
$357K Buy
4,387
+107
+3% +$8.72K 0.02% 377
2024
Q2
$318K Buy
4,280
+409
+11% +$30.4K 0.02% 371
2024
Q1
$302K Buy
3,871
+147
+4% +$11.5K 0.02% 369
2023
Q4
$266K Buy
+3,724
New +$266K 0.02% 369