Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
+2,810
New +$264K 0.03% 214
2024
Q4
Sell
-466
Closed -$223K 237
2024
Q3
$223K Buy
466
+1
+0.2% +$480 0.04% 205
2024
Q2
$205K Sell
465
-16
-3% -$7.05K 0.04% 201
2024
Q1
$223K Buy
+481
New +$223K 0.05% 177