Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Buy
1,260
+252
+25% +$20.5K 0.01% 266
2025
Q1
$100K Sell
1,008
-526
-34% -$52.2K 0.01% 269
2024
Q4
$154K Sell
1,534
-295
-16% -$29.6K 0.01% 212
2024
Q3
$167K Buy
1,829
+50
+3% +$4.56K 0.02% 207
2024
Q2
$145K Buy
+1,779
New +$145K 0.01% 204