Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
+1,309
New +$110K 0.05% 78
2024
Q4
Sell
-4,256
Closed -$327K 74
2024
Q3
$327K Buy
4,256
+555
+15% +$42.6K 0.16% 69
2024
Q2
$422K Buy
+3,701
New +$422K 0.21% 69