Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
746
+92
+14% +$25.7K 0.02% 137
2025
Q1
$204K Buy
+654
New +$204K 0.02% 131
2024
Q4
Sell
-907
Closed -$292K 136
2024
Q3
$292K Buy
907
+230
+34% +$74.1K 0.03% 113
2024
Q2
$212K Buy
+677
New +$212K 0.03% 125