Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Hold
22
0.01% 902
2025
Q1
$159K Buy
+22
New +$159K 0.01% 857
2024
Q4
Sell
-24
Closed -$235K 1806
2024
Q3
$235K Sell
24
-10
-29% -$97.9K 0.02% 733
2024
Q2
$258K Hold
34
0.02% 670
2024
Q1
$275K Hold
34
0.03% 632
2023
Q4
$238K Sell
34
-1
-3% -$7K 0.02% 663
2023
Q3
$208K Buy
+35
New +$208K 0.02% 672