Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
349
+39
+13% +$34.9K 0.09% 270
2025
Q1
$211K Buy
+310
New +$211K 0.1% 247
2024
Q4
Sell
-292
Closed -$226K 222
2024
Q3
$226K Hold
292
0.13% 166
2024
Q2
$241K Sell
292
-3
-1% -$2.47K 0.16% 144
2024
Q1
$206K Buy
+295
New +$206K 0.14% 167