Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
+634
New +$259K 0.03% 281
2024
Q4
Sell
-559
Closed -$239K 317
2024
Q3
$239K Sell
559
-68
-11% -$29.1K 0.03% 275
2024
Q2
$229K Buy
627
+2
+0.3% +$731 0.03% 264
2024
Q1
$259K Sell
625
-244
-28% -$101K 0.04% 244
2023
Q4
$286K Buy
+869
New +$286K 0.05% 211