Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Buy
3,760
+690
+22% +$64.4K 0.12% 67
2025
Q1
$224K Buy
+3,070
New +$224K 0.09% 75
2024
Q4
Sell
-2,936
Closed -$221K 85
2024
Q3
$221K Hold
2,936
0.09% 71
2024
Q2
$213K Hold
2,936
0.1% 71
2024
Q1
$226K Buy
+2,936
New +$226K 0.1% 69