Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
+11,158
New +$276K 0.01% 600
2024
Q4
Sell
-7,931
Closed -$284K 532
2024
Q3
$284K Buy
7,931
+71
+0.9% +$2.55K 0.01% 492
2024
Q2
$275K Sell
7,860
-46
-0.6% -$1.61K 0.01% 486
2024
Q1
$239K Sell
7,906
-8
-0.1% -$242 0.01% 523
2023
Q4
$238K Hold
7,914
0.01% 473
2023
Q3
$203K Sell
7,914
-39
-0.5% -$1K 0.01% 485
2023
Q2
$244K Buy
7,953
+35
+0.4% +$1.08K 0.01% 462
2023
Q1
$232K Hold
7,918
0.01% 456
2022
Q4
$213K Buy
+7,918
New +$213K 0.01% 450