Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Buy
+2,499
New +$439K 0.13% 126
2025
Q1
Sell
-1,258
Closed -$263K 183
2024
Q4
$263K Sell
1,258
-62
-5% -$13K 0.09% 143
2024
Q3
$283K Buy
+1,320
New +$283K 0.1% 144