Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
463
+6
+1% +$2.82K 0.05% 225
2025
Q1
$213K Buy
+457
New +$213K 0.05% 224
2024
Q4
Sell
-458
Closed -$218K 286
2024
Q3
$218K Buy
+458
New +$218K 0.05% 231
2024
Q2
Sell
-438
Closed -$203K 259
2024
Q1
$203K Buy
+438
New +$203K 0.05% 209