Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
+988
New +$207K 0.16% 115
2024
Q2
Sell
-1,117
Closed -$216K 110
2024
Q1
$216K Sell
1,117
-92
-8% -$17.8K 0.18% 109
2023
Q4
$315K Hold
1,209
0.27% 83
2023
Q3
$232K Sell
1,209
-5,650
-82% -$1.08M 0.22% 91
2023
Q2
$1.45M Buy
+6,859
New +$1.45M 1.4% 22