Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
2,810
+1,039
+59% +$82.2K 0.12% 71
2025
Q1
$159K Sell
1,771
-200
-10% -$18K 0.09% 79
2024
Q4
$196K Buy
1,971
+165
+9% +$16.4K 0.11% 65
2024
Q3
$205K Buy
1,806
+63
+4% +$7.16K 0.11% 65
2024
Q2
$216K Hold
1,743
0.13% 64
2024
Q1
$230K Sell
1,743
-43
-2% -$5.67K 0.14% 62
2023
Q4
$195K Buy
+1,786
New +$195K 0.13% 71