Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
+3,977
New +$228K 0.01% 1081
2025
Q1
Sell
-3,557
Closed -$217K 1146
2024
Q4
$217K Sell
3,557
-14
-0.4% -$852 0.01% 993
2024
Q3
$237K Buy
3,571
+50
+1% +$3.31K 0.01% 991
2024
Q2
$215K Buy
+3,521
New +$215K 0.01% 1014