Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
+1,790
New +$219K 0.11% 174
2025
Q1
Sell
-1,790
Closed -$206K 175
2024
Q4
$206K Hold
1,790
0.12% 152
2024
Q3
$212K Hold
1,790
0.12% 153
2024
Q2
$247K Hold
1,790
0.14% 117
2024
Q1
$204K Buy
+1,790
New +$204K 0.12% 146