Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
2,658
-102
-4% -$9.52K 0.03% 208
2025
Q1
$201K Buy
+2,760
New +$201K 0.03% 234
2024
Q4
Sell
-2,727
Closed -$205K 257
2024
Q3
$205K Buy
+2,727
New +$205K 0.03% 211
2024
Q2
Sell
-2,702
Closed -$208K 223
2024
Q1
$208K Buy
+2,702
New +$208K 0.03% 176