Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Buy
+346
New +$102K 0.05% 60
2024
Q1
Sell
-331
Closed -$54.1K 107
2023
Q4
$54.1K Buy
331
+4
+1% +$653 0.04% 65
2023
Q3
$45.9K Buy
+327
New +$45.9K 0.04% 63