Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
+408
New +$130K 0.06% 53
2024
Q1
Sell
-169
Closed -$42K 192
2023
Q4
$42K Sell
169
-8
-5% -$1.99K 0.03% 73
2023
Q3
$44.3K Buy
+177
New +$44.3K 0.04% 68