Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,387
Closed -$218K 85
2025
Q1
$218K Sell
2,387
-102
-4% -$9.3K 0.09% 82
2024
Q4
$287K Buy
2,489
+34
+1% +$3.92K 0.11% 74
2024
Q3
$291K Buy
2,455
+160
+7% +$19K 0.12% 73
2024
Q2
$317K Hold
2,295
0.14% 67
2024
Q1
$262K Buy
+2,295
New +$262K 0.11% 73