Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
+703
New +$272K 0.01% 208
2025
Q1
Sell
-526
Closed -$234K 226
2024
Q4
$234K Buy
526
+23
+5% +$10.2K 0.01% 174
2024
Q3
$260K Buy
503
+2
+0.4% +$1.04K 0.01% 173
2024
Q2
$278K Buy
501
+58
+13% +$32.2K 0.01% 168
2024
Q1
$224K Buy
443
+23
+5% +$11.6K 0.01% 187
2023
Q4
$214K Hold
420
0.01% 159
2023
Q3
$214K Buy
+420
New +$214K 0.01% 159