Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
472
-314
-40% -$168K 0.05% 205
2025
Q1
$291K Buy
786
+51
+7% +$18.9K 0.05% 209
2024
Q4
$334K Buy
735
+143
+24% +$64.9K 0.06% 194
2024
Q3
$255K Buy
+592
New +$255K 0.05% 209