Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
1,156
+188
+19% +$59.7K 0.23% 75
2025
Q1
$251K Sell
968
-4
-0.4% -$1.04K 0.18% 80
2024
Q4
$393K Hold
972
0.26% 68
2024
Q3
$254K Buy
+972
New +$254K 0.17% 77
2024
Q1
Sell
-886
Closed -$220K 85
2023
Q4
$220K Buy
+886
New +$220K 0.18% 74