Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
4,031
+222
+6% +$20.7K 0.03% 251
2025
Q1
$278K Buy
+3,809
New +$278K 0.03% 288
2024
Q4
Sell
-3,979
Closed -$301K 347
2024
Q3
$301K Buy
3,979
+639
+19% +$48.4K 0.03% 269
2024
Q2
$243K Buy
+3,340
New +$243K 0.02% 282