Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
+232
New +$208K 0.02% 560
2025
Q1
Sell
-332
Closed -$209K 669
2024
Q4
$209K Sell
332
-58
-15% -$36.5K 0.02% 519
2024
Q3
$302K Buy
+390
New +$302K 0.03% 444