Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Buy
+632
New +$102K 0.01% 1304
2024
Q3
Sell
-989
Closed -$162K 1687
2024
Q2
$162K Sell
989
-11
-1% -$1.8K 0.03% 727
2024
Q1
$125K Buy
+1,000
New +$125K 0.02% 864