Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
713
+18
+3% +$6.32K 0.03% 258
2025
Q1
$220K Buy
695
+72
+12% +$22.8K 0.04% 258
2024
Q4
$210K Buy
+623
New +$210K 0.04% 263
2023
Q3
Sell
-616
Closed -$203K 208
2023
Q2
$203K Buy
+616
New +$203K 0.07% 192