Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
+5,970
New +$213K 0.05% 104
2023
Q4
Sell
-5,907
Closed -$262K 109
2023
Q3
$262K Sell
5,907
-903
-13% -$40K 0.06% 80
2023
Q2
$283K Buy
6,810
+82
+1% +$3.41K 0.07% 84
2023
Q1
$255K Buy
+6,728
New +$255K 0.06% 89