Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
2,604
+249
+11% +$23.9K 0.02% 610
2025
Q1
$236K Buy
+2,355
New +$236K 0.02% 496
2024
Q4
Sell
-2,868
Closed -$251K 562
2024
Q3
$251K Sell
2,868
-41
-1% -$3.59K 0.02% 396
2024
Q2
$207K Sell
2,909
-37
-1% -$2.63K 0.02% 421
2024
Q1
$218K Buy
+2,946
New +$218K 0.02% 415