Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
+1,032
New +$239K 0.04% 261
2025
Q1
Sell
-1,003
Closed -$206K 316
2024
Q4
$206K Sell
1,003
-1,083
-52% -$222K 0.03% 289
2024
Q3
$347K Buy
+2,086
New +$347K 0.06% 227