Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+1,591
New +$205K 0.02% 242
2024
Q4
Sell
-1,180
Closed -$211K 256
2024
Q3
$211K Buy
+1,180
New +$211K 0.02% 236
2024
Q2
Sell
-1,180
Closed -$206K 235
2024
Q1
$206K Buy
+1,180
New +$206K 0.03% 115
2023
Q3
Sell
-1,180
Closed -$217K 106
2023
Q2
$217K Sell
1,180
-155
-12% -$28.5K 0.04% 93
2023
Q1
$212K Buy
+1,335
New +$212K 0.04% 102