Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
+605
New +$212K 0.03% 431
2024
Q2
Sell
-605
Closed -$210K 356
2024
Q1
$210K Sell
605
-18
-3% -$6.25K 0.04% 350
2023
Q4
$226K Buy
+623
New +$226K 0.04% 317
2023
Q3
Sell
-626
Closed -$207K 354
2023
Q2
$207K Buy
+626
New +$207K 0.04% 321