Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
592
+50
+9% +$23.5K 0.05% 100
2025
Q1
$252K Buy
542
+7
+1% +$3.26K 0.05% 98
2024
Q4
$224K Sell
535
-25
-4% -$10.5K 0.04% 101
2024
Q3
$267K Buy
560
+7
+1% +$3.34K 0.05% 98
2024
Q2
$243K Sell
553
-30
-5% -$13.2K 0.05% 93
2024
Q1
$271K Sell
583
-3
-0.5% -$1.39K 0.06% 93
2023
Q4
$241K Hold
586
0.06% 96
2023
Q3
$218K Hold
586
0.06% 96
2023
Q2
$223K Buy
+586
New +$223K 0.05% 103