Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
+345
New +$272K 0.03% 331
2023
Q4
Sell
-712
Closed -$364K 344
2023
Q3
$364K Buy
712
+1
+0.1% +$511 0.06% 261
2023
Q2
$326K Buy
711
+34
+5% +$15.6K 0.05% 285
2023
Q1
$302K Buy
+677
New +$302K 0.05% 288