Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
+2,546
New +$207K 0.01% 141
2025
Q1
Sell
-3,454
Closed -$293K 158
2024
Q4
$293K Sell
3,454
-524
-13% -$44.4K 0.02% 134
2024
Q3
$245K Buy
+3,978
New +$245K 0.01% 154