Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
1,936
+106
+6% +$11.1K 0.06% 187
2025
Q1
$205K Buy
+1,830
New +$205K 0.08% 151
2024
Q4
Sell
-1,814
Closed -$208K 171
2024
Q3
$208K Buy
1,814
+116
+7% +$13.3K 0.07% 143
2024
Q2
$213K Buy
+1,698
New +$213K 0.09% 122
2023
Q3
Sell
-1,751
Closed -$215K 117
2023
Q2
$215K Sell
1,751
-210
-11% -$25.8K 0.15% 67
2023
Q1
$245K Buy
+1,961
New +$245K 0.18% 48