Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
+2,724
New +$274K 0.06% 282
2025
Q1
Sell
-3,000
Closed -$207K 1809
2024
Q4
$207K Buy
3,000
+600
+25% +$41.4K 0.03% 231
2024
Q3
$175K Hold
2,400
0.04% 254
2024
Q2
$161K Sell
2,400
-2,500
-51% -$168K 0.05% 193
2024
Q1
$133K Buy
4,900
+1,150
+31% +$31.2K 0.03% 170
2023
Q4
$116K Buy
+3,750
New +$116K 0.02% 149