Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
+1,532
New +$203K 0.11% 76
2025
Q1
Sell
-1,532
Closed -$201K 60
2024
Q4
$201K Buy
+1,532
New +$201K 0.1% 61
2024
Q3
Sell
-1,532
Closed -$232K 65
2024
Q2
$232K Hold
1,532
0.11% 58
2024
Q1
$253K Buy
1,532
+13
+0.9% +$2.14K 0.14% 56
2023
Q4
$207K Buy
+1,519
New +$207K 0.14% 59