Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,135
Closed -$122K 1619
2025
Q1
$122K Buy
1,135
+210
+23% +$22.6K 0.02% 487
2024
Q4
$121K Buy
925
+25
+3% +$3.28K 0.02% 479
2024
Q3
$134K Buy
900
+305
+51% +$45.4K 0.02% 463
2024
Q2
$63.2K Buy
595
+45
+8% +$4.78K 0.01% 576
2024
Q1
$62.2K Buy
+550
New +$62.2K 0.01% 567