Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-758
Closed -$236K 79
2025
Q1
$236K Buy
+758
New +$236K 0.07% 56
2024
Q4
Sell
-758
Closed -$244K 66
2024
Q3
$244K Sell
758
-10
-1% -$3.22K 0.07% 52
2024
Q2
$240K Buy
768
+10
+1% +$3.13K 0.07% 51
2024
Q1
$235K Sell
758
-75
-9% -$23.3K 0.07% 50
2023
Q4
$263K Buy
+833
New +$263K 0.09% 48