Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
+1,290
New +$209K 0.02% 571
2025
Q1
Sell
-1,690
Closed -$208K 601
2024
Q4
$208K Sell
1,690
-400
-19% -$49.3K 0.02% 532
2024
Q3
$299K Sell
2,090
-160
-7% -$22.9K 0.02% 481
2024
Q2
$368K Buy
2,250
+550
+32% +$90K 0.03% 425
2024
Q1
$212K Buy
+1,700
New +$212K 0.02% 488