Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Sell
458
-19
-4% -$6.78K 0.05% 215
2025
Q1
$190K Buy
+477
New +$190K 0.06% 186
2024
Q3
Sell
-541
Closed -$159K 243
2024
Q2
$159K Buy
+541
New +$159K 0.05% 209