Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
+1,409
New +$228K 0.04% 341
2025
Q1
Sell
-2,051
Closed -$253K 511
2024
Q4
$253K Hold
2,051
0.03% 401
2024
Q3
$293K Buy
2,051
+292
+17% +$41.8K 0.04% 384
2024
Q2
$288K Buy
1,759
+152
+9% +$24.9K 0.04% 332
2024
Q1
$201K Buy
+1,607
New +$201K 0.03% 402