Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,203
Closed -$168K 93
2025
Q1
$168K Buy
+1,203
New +$168K 0.05% 55
2024
Q3
Hold
0
67
2024
Q2
Sell
-167
Closed -$21K 49
2024
Q1
$21K Buy
+167
New +$21K 0.01% 33
2023
Q4
Sell
-2,527
Closed -$268K 57
2023
Q3
$268K Buy
+2,527
New +$268K 0.15% 32
2023
Q2
Hold
0
74