Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
+1,365
New +$233K 0.01% 130
2025
Q1
Sell
-1,773
Closed -$241K 175
2024
Q4
$241K Sell
1,773
-354
-17% -$48.2K 0.01% 144
2024
Q3
$262K Sell
2,127
-186
-8% -$22.9K 0.02% 138
2024
Q2
$247K Sell
2,313
-229
-9% -$24.5K 0.02% 137
2024
Q1
$237K Buy
+2,542
New +$237K 0.02% 157