Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-146
Closed -$86K 92
2025
Q1
$86K Buy
146
+36
+33% +$21.2K 0.04% 77
2024
Q4
$68K Buy
+110
New +$68K 0.03% 103
2024
Q1
Sell
-116
Closed -$44K 76
2023
Q4
$44K Hold
116
0.02% 68
2023
Q3
$57K Buy
116
+21
+22% +$10.3K 0.03% 71
2023
Q2
$37K Buy
+95
New +$37K 0.02% 82