Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
+1,269
New +$287K 0.03% 220
2025
Q1
Sell
-1,395
Closed -$275K 382
2024
Q4
$275K Buy
1,395
+183
+15% +$36.1K 0.04% 169
2024
Q3
$210K Sell
1,212
-103
-8% -$17.9K 0.03% 171
2024
Q2
$229K Buy
+1,315
New +$229K 0.04% 133