Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
+2,034
New +$249K 0.03% 257
2025
Q1
Sell
-2,355
Closed -$271K 239
2024
Q4
$271K Hold
2,355
0.04% 207
2024
Q3
$279K Hold
2,355
0.04% 206
2024
Q2
$325K Hold
2,355
0.05% 193
2024
Q1
$269K Sell
2,355
-367
-13% -$41.9K 0.04% 201
2023
Q4
$208K Buy
+2,722
New +$208K 0.04% 209