Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.5K Buy
+212
New +$74.5K 0.03% 81
2024
Q3
Sell
-742
Closed -$239K 80
2024
Q2
$239K Hold
742
0.12% 77
2024
Q1
$258K Hold
742
0.13% 76
2023
Q4
$253K Sell
742
-75
-9% -$25.6K 0.15% 70
2023
Q3
$243K Buy
817
+27
+3% +$8.03K 0.17% 70
2023
Q2
$261K Buy
+790
New +$261K 0.17% 73