Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,668
Closed -$150K 68
2025
Q1
$150K Hold
1,668
0.06% 43
2024
Q4
$166K Buy
1,668
+556
+50% +$55.3K 0.06% 44
2024
Q3
$126K Buy
1,112
+315
+40% +$35.8K 0.05% 49
2024
Q2
$142K Buy
+797
New +$142K 0.05% 46