Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
943
-88
-9% -$20K 0.09% 172
2025
Q1
$251K Buy
1,031
+232
+29% +$56.6K 0.12% 128
2024
Q4
$225K Buy
+799
New +$225K 0.1% 145
2024
Q3
Sell
-685
Closed -$205K 198
2024
Q2
$205K Buy
+685
New +$205K 0.11% 162