Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$185K Buy
2,882
+381
+15% +$24.5K 0.01% 471
2025
Q1
$174K Buy
+2,501
New +$174K 0.01% 450
2024
Q4
Sell
-2,536
Closed -$212K 457
2024
Q3
$212K Buy
+2,536
New +$212K 0.02% 422
2024
Q2
Sell
-2,536
Closed -$200K 437
2024
Q1
$200K Buy
+2,536
New +$200K 0.02% 427