Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
+813
New +$290K 0.07% 184
2025
Q1
Sell
-659
Closed -$219K 224
2024
Q4
$219K Buy
659
+30
+5% +$9.96K 0.06% 212
2024
Q3
$208K Buy
+629
New +$208K 0.06% 215