Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Buy
3,344
+3
+0.1% +$208 0.06% 137
2025
Q1
$206K Sell
3,341
-92
-3% -$5.68K 0.06% 136
2024
Q4
$203K Buy
+3,433
New +$203K 0.06% 133
2024
Q2
Sell
-4,314
Closed -$215K 130
2024
Q1
$215K Buy
4,314
+171
+4% +$8.54K 0.07% 126
2023
Q4
$209K Buy
4,143
+390
+10% +$19.7K 0.08% 129
2023
Q3
$202K Buy
+3,753
New +$202K 0.08% 125