Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
+5,046
New +$348K 0.02% 492
2024
Q4
Sell
-4,387
Closed -$272K 576
2024
Q3
$272K Sell
4,387
-643
-13% -$39.9K 0.02% 377
2024
Q2
$266K Buy
5,030
+10
+0.2% +$530 0.02% 375
2024
Q1
$268K Sell
5,020
-4,224
-46% -$225K 0.03% 385
2023
Q4
$483K Buy
+9,244
New +$483K 0.02% 406