Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
665
+14
+2% +$5.42K 0.05% 241
2025
Q1
$250K Sell
651
-39
-6% -$15K 0.08% 178
2024
Q4
$307K Buy
+690
New +$307K 0.11% 134
2024
Q3
Sell
-349
Closed -$194K 60
2024
Q2
$194K Buy
+349
New +$194K 0.1% 95