Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Sell
136
-15
-10% -$11.8K 0.01% 1020
2025
Q1
$92K Buy
+151
New +$92K 0.01% 1000
2024
Q4
Sell
-161
Closed -$99K 1661
2024
Q3
$99K Sell
161
-2
-1% -$1.23K 0.01% 981
2024
Q2
$107K Buy
163
+1
+0.6% +$656 0.01% 935
2024
Q1
$115K Buy
162
+14
+9% +$9.94K 0.01% 923
2023
Q4
$92K Sell
148
-4
-3% -$2.49K 0.01% 970
2023
Q3
$77K Buy
+152
New +$77K 0.01% 1009