Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
+1,216
New +$217K 0.03% 321
2025
Q1
Sell
-1,216
Closed -$212K 338
2024
Q4
$212K Hold
1,216
0.03% 307
2024
Q3
$275K Hold
1,216
0.04% 282
2024
Q2
$272K Buy
1,216
+12
+1% +$2.69K 0.04% 277
2024
Q1
$308K Buy
+1,204
New +$308K 0.05% 260