Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
+277
New +$248K 0.02% 276
2025
Q1
Sell
-277
Closed -$174K 740
2024
Q4
$174K Buy
277
+1
+0.4% +$629 0.01% 326
2024
Q3
$214K Sell
276
-50
-15% -$38.8K 0.02% 294
2024
Q2
$269K Hold
326
0.02% 265
2024
Q1
$228K Buy
+326
New +$228K 0.02% 297