Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$180K Sell
8,665
-663
-7% -$13.8K 0.06% 243
2025
Q1
$165K Buy
+9,328
New +$165K 0.04% 294
2023
Q1
Sell
-3,340
Closed -$45.1K 312
2022
Q4
$45.1K Hold
3,340
0.03% 310
2022
Q3
$41K Buy
+3,340
New +$41K 0.02% 354