Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
+5,848
New +$293K 0.05% 315
2025
Q1
Sell
-3,942
Closed -$208K 360
2024
Q4
$208K Sell
3,942
-28
-0.7% -$1.48K 0.04% 350
2024
Q3
$220K Buy
+3,970
New +$220K 0.05% 318