Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
6,177
-80
-1% -$3.07K 0.02% 430
2025
Q1
$242K Buy
+6,257
New +$242K 0.02% 379
2024
Q4
Sell
-6,173
Closed -$252K 453
2024
Q3
$252K Buy
6,173
+849
+16% +$34.7K 0.02% 347
2024
Q2
$205K Buy
5,324
+230
+5% +$8.86K 0.02% 357
2024
Q1
$218K Buy
+5,094
New +$218K 0.02% 342
2022
Q3
Sell
-4,202
Closed -$229K 215
2022
Q2
$229K Buy
+4,202
New +$229K 0.04% 172