Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
+2,576
New +$225K 0.12% 102
2025
Q1
Sell
-2,576
Closed -$200K 101
2024
Q4
$200K Buy
+2,576
New +$200K 0.1% 110
2024
Q3
Sell
-2,576
Closed -$292K 92
2024
Q2
$292K Hold
2,576
0.18% 75
2024
Q1
$357K Hold
2,576
0.24% 63
2023
Q4
$320K Hold
2,576
0.25% 59
2023
Q3
$240K Hold
2,576
0.22% 56
2023
Q2
$331K Buy
+2,576
New +$331K 0.29% 51