Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
+1,509
New +$238K 0.08% 37
2025
Q1
Sell
-1,685
Closed -$226K 42
2024
Q4
$226K Hold
1,685
0.09% 33
2024
Q3
$205K Buy
1,685
+65
+4% +$7.89K 0.07% 32
2024
Q2
$200K Buy
+1,620
New +$200K 0.08% 33