Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Hold
20,135
0.03% 226
2025
Q1
$201K Buy
20,135
+6,230
+45% +$62.2K 0.04% 222
2024
Q4
$123K Sell
13,905
-439
-3% -$3.89K 0.03% 199
2024
Q3
$168K Buy
+14,344
New +$168K 0.04% 198
2024
Q2
Sell
-14,334
Closed -$175K 217
2024
Q1
$175K Buy
14,334
+1,651
+13% +$20.1K 0.05% 197
2023
Q4
$201K Buy
12,683
+2,492
+24% +$39.5K 0.06% 177
2023
Q3
$137K Buy
+10,191
New +$137K 0.05% 164