Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
+6,305
New +$225K 0.06% 200
2025
Q1
Sell
-5,701
Closed -$214K 199
2024
Q4
$214K Buy
5,701
+142
+3% +$5.33K 0.06% 173
2024
Q3
$232K Buy
+5,559
New +$232K 0.07% 168
2024
Q2
Sell
-4,643
Closed -$201K 184
2024
Q1
$201K Buy
+4,643
New +$201K 0.07% 162