Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$187K Buy
+1,196
New +$187K 0.13% 146
2024
Q4
Sell
-1,192
Closed -$233K 134
2024
Q3
$233K Sell
1,192
-10
-0.8% -$1.95K 0.24% 110
2024
Q2
$208K Buy
+1,202
New +$208K 0.23% 114
2024
Q1
Sell
-1,215
Closed -$240K 119
2023
Q4
$240K Buy
+1,215
New +$240K 0.31% 102