Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75K Buy
+10,673
New +$75K 0.02% 526
2024
Q2
Sell
-18,960
Closed -$208K 743
2024
Q1
$208K Buy
18,960
+7,020
+59% +$77.1K 0.05% 508
2023
Q4
$176K Sell
11,940
-4,876
-29% -$71.8K 0.05% 553
2023
Q3
$160K Buy
+16,816
New +$160K 0.06% 405