Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$170K Hold
810
0.11% 132
2025
Q1
$138K Sell
810
-810
-50% -$138K 0.09% 137
2024
Q4
$287K Buy
1,620
+810
+100% +$143K 0.09% 138
2024
Q3
$123K Buy
+810
New +$123K 0.08% 148
2024
Q1
Sell
-810
Closed -$211K 137
2023
Q4
$211K Buy
+810
New +$211K 0.15% 119