Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
+677
New +$362K 0.08% 58
2025
Q1
Sell
-677
Closed -$307K 47
2024
Q4
$307K Sell
677
-13
-2% -$5.9K 0.14% 55
2024
Q3
$297K Buy
+690
New +$297K 0.08% 57