Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
9,628
+37
+0.4% +$774 0.07% 116
2025
Q1
$230K Buy
9,591
+175
+2% +$4.2K 0.09% 92
2024
Q4
$201K Buy
9,416
+91
+1% +$1.94K 0.08% 99
2024
Q3
$216K Buy
+9,325
New +$216K 0.08% 95
2024
Q2
Sell
-9,325
Closed -$200K 93
2024
Q1
$200K Hold
9,325
0.08% 90
2023
Q4
$201K Buy
+9,325
New +$201K 0.09% 80