Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
+653
New +$233K 0.07% 145
2025
Q1
Sell
-661
Closed -$219K 149
2024
Q4
$219K Sell
661
-8
-1% -$2.65K 0.08% 130
2024
Q3
$222K Buy
+669
New +$222K 0.08% 135