Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
+1,190
New +$270K 0.14% 134
2025
Q1
Sell
-1,190
Closed -$235K 176
2024
Q4
$235K Sell
1,190
-76
-6% -$15K 0.13% 148
2024
Q3
$220K Hold
1,266
0.13% 151
2024
Q2
$220K Buy
+1,266
New +$220K 0.15% 134