Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Sell
19
-3
-14% -$22.2K 0.01% 1166
2025
Q1
$159K Buy
22
+3
+16% +$21.7K 0.01% 901
2024
Q4
$155K Buy
19
+2
+12% +$16.4K 0.01% 825
2024
Q3
$167K Buy
17
+2
+13% +$19.6K 0.02% 709
2024
Q2
$114K Buy
15
+4
+36% +$30.4K 0.02% 715
2024
Q1
$89.1K Hold
11
0.02% 705
2023
Q4
$77.8K Buy
+11
New +$77.8K 0.02% 659