Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
636
-150
-19% -$47.6K 0.01% 315
2025
Q1
$204K Buy
786
+150
+24% +$38.9K 0.01% 311
2024
Q4
$257K Buy
+636
New +$257K 0.02% 305
2024
Q1
Sell
-969
Closed -$241K 305
2023
Q4
$241K Hold
969
0.02% 280
2023
Q3
$242K Hold
969
0.02% 261
2023
Q2
$254K Buy
+969
New +$254K 0.03% 231