Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Buy
+1,000
New +$226K 0.08% 35
2025
Q1
Sell
-2,565
Closed -$507K 43
2024
Q4
$507K Buy
2,565
+1,000
+64% +$197K 0.19% 23
2024
Q3
$272K Buy
1,565
+56
+4% +$9.73K 0.09% 30
2024
Q2
$262K Hold
1,509
0.09% 31
2024
Q1
$205K Buy
+1,509
New +$205K 0.07% 32