Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,557
Closed -$235K 225
2025
Q1
$235K Sell
2,557
-180
-7% -$16.6K 0.03% 205
2024
Q4
$231K Buy
2,737
+40
+1% +$3.37K 0.03% 200
2024
Q3
$284K Buy
2,697
+75
+3% +$7.9K 0.03% 192
2024
Q2
$227K Buy
+2,622
New +$227K 0.03% 214