Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
+4,288
New +$319K 0.04% 276
2025
Q1
Sell
-4,209
Closed -$261K 337
2024
Q4
$261K Sell
4,209
-1,330
-24% -$82.4K 0.03% 286
2024
Q3
$361K Buy
+5,539
New +$361K 0.05% 252