Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
2,367
+201
+9% +$21.2K 0.01% 216
2025
Q1
$241K Buy
+2,166
New +$241K 0.01% 188
2024
Q4
Sell
-1,839
Closed -$206K 199
2024
Q3
$206K Buy
+1,839
New +$206K 0.01% 196
2023
Q3
Sell
-3,104
Closed -$217K 169
2023
Q2
$217K Buy
+3,104
New +$217K 0.01% 161