Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
2,961
+4
+0.1% +$282 0.07% 140
2025
Q1
$217K Buy
+2,957
New +$217K 0.08% 132
2024
Q3
Sell
-3,023
Closed -$218K 144
2024
Q2
$218K Buy
+3,023
New +$218K 0.09% 132
2023
Q4
Sell
-3,653
Closed -$235K 112
2023
Q3
$235K Buy
3,653
+251
+7% +$16.1K 0.18% 86
2023
Q2
$205K Buy
+3,402
New +$205K 0.15% 94