Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
+1,835
New +$290K 0.16% 60
2025
Q1
Sell
-2,086
Closed -$280K 70
2024
Q4
$280K Buy
2,086
+21
+1% +$2.82K 0.17% 57
2024
Q3
$251K Buy
2,065
+77
+4% +$9.35K 0.15% 46
2024
Q2
$246K Buy
+1,988
New +$246K 0.16% 45