Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
+2,900
New +$206K 0.08% 159
2024
Q3
Sell
-2,900
Closed -$210K 158
2024
Q2
$210K Hold
2,900
0.1% 138
2024
Q1
$211K Sell
2,900
-225
-7% -$16.3K 0.12% 132
2023
Q4
$205K Buy
+3,125
New +$205K 0.14% 136
2022
Q2
Sell
-3,725
Closed -$202K 145
2022
Q1
$202K Buy
+3,725
New +$202K 0.15% 135