Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
+7,518
New +$235K 0.01% 666
2025
Q1
Sell
-7,134
Closed -$223K 709
2024
Q4
$223K Buy
7,134
+17
+0.2% +$532 0.01% 632
2024
Q3
$236K Buy
7,117
+121
+2% +$4.01K 0.01% 584
2024
Q2
$246K Buy
6,996
+395
+6% +$13.9K 0.02% 552
2024
Q1
$259K Buy
6,601
+162
+3% +$6.37K 0.02% 489
2023
Q4
$228K Buy
+6,439
New +$228K 0.02% 497