Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
470
+11
+2% +$5.16K 0.05% 91
2025
Q1
$214K Buy
+459
New +$214K 0.06% 87
2024
Q4
Sell
-459
Closed -$219K 87
2024
Q3
$219K Hold
459
0.07% 76
2024
Q2
$201K Hold
459
0.07% 78
2024
Q1
$213K Buy
+459
New +$213K 0.08% 80