Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,000
Closed -$71.1K 129
2025
Q1
$71.1K Sell
10,000
-5,000
-33% -$35.6K 0.21% 76
2024
Q4
$103K Hold
15,000
0.19% 84
2024
Q3
$104K Hold
15,000
0.17% 73
2024
Q2
$120K Hold
15,000
0.15% 67
2024
Q1
$160K Buy
+15,000
New +$160K 0.15% 72