Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
6,018
-112
-2% -$4.58K 0.01% 1069
2025
Q1
$277K Sell
6,130
-5,870
-49% -$265K 0.01% 1027
2024
Q4
$521K Buy
12,000
+2,250
+23% +$97.7K 0.01% 900
2024
Q3
$442K Buy
+9,750
New +$442K 0.01% 924