Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,325
Closed -$209K 97
2025
Q1
$209K Sell
2,325
-42
-2% -$3.77K 0.08% 85
2024
Q4
$235K Sell
2,367
-342
-13% -$34K 0.09% 83
2024
Q3
$308K Buy
2,709
+46
+2% +$5.22K 0.13% 71
2024
Q2
$330K Sell
2,663
-199
-7% -$24.6K 0.14% 61
2024
Q1
$378K Buy
2,862
+202
+8% +$26.7K 0.17% 53
2023
Q4
$290K Buy
+2,660
New +$290K 0.14% 62