Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
+1,194
New +$260K 0.01% 543
2024
Q3
Sell
-2,365
Closed -$257K 849
2024
Q2
$257K Buy
2,365
+321
+16% +$34.9K 0.01% 1004
2024
Q1
$274K Buy
+2,044
New +$274K 0.01% 952