Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
+1,945
New +$262K 0.02% 394
2024
Q2
Sell
-2,421
Closed -$251K 410
2024
Q1
$251K Buy
2,421
+6
+0.2% +$621 0.03% 304
2023
Q4
$225K Buy
2,415
+2
+0.1% +$186 0.03% 302
2023
Q3
$242K Buy
2,413
+83
+4% +$8.31K 0.03% 250
2023
Q2
$225K Buy
+2,330
New +$225K 0.03% 270