Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
+2,739
New +$355K 0.02% 220
2024
Q4
Sell
-1,410
Closed -$212K 266
2024
Q3
$212K Hold
1,410
0.01% 235
2024
Q2
$223K Sell
1,410
-18
-1% -$2.85K 0.01% 214
2024
Q1
$283K Hold
1,428
0.02% 187
2023
Q4
$249K Hold
1,428
0.02% 183
2023
Q3
$223K Hold
1,428
0.02% 176
2023
Q2
$234K Sell
1,428
-55
-4% -$9.02K 0.02% 174
2023
Q1
$229K Buy
+1,483
New +$229K 0.02% 172