Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
+1,596
New +$211K 0.02% 317
2025
Q1
Sell
-1,600
Closed -$210K 320
2024
Q4
$210K Hold
1,600
0.03% 307
2024
Q3
$203K Sell
1,600
-129
-7% -$16.4K 0.03% 318
2024
Q2
$262K Buy
1,729
+68
+4% +$10.3K 0.04% 268
2024
Q1
$274K Hold
1,661
0.04% 271
2023
Q4
$226K Buy
+1,661
New +$226K 0.03% 280