Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
243
+18
+8% +$24.1K 0.12% 49
2025
Q1
$210K Buy
+225
New +$210K 0.09% 58
2024
Q3
Sell
-316
Closed -$213K 55
2024
Q2
$213K Buy
+316
New +$213K 0.1% 49
2023
Q3
Sell
-303
Closed -$136K 368
2023
Q2
$136K Hold
303
0.08% 48
2023
Q1
$100K Buy
+303
New +$100K 0.06% 58