Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
+1,369
New +$240K 0.07% 189
2024
Q1
Sell
-1,402
Closed -$212K 176
2023
Q4
$212K Sell
1,402
-698
-33% -$106K 0.08% 166
2023
Q3
$289K Hold
2,100
0.13% 121
2023
Q2
$300K Buy
+2,100
New +$300K 0.13% 122