Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
2,277
-1,399
-38% -$133K 0.11% 179
2025
Q1
$358K Buy
3,676
+1,399
+61% +$136K 0.21% 94
2024
Q4
$237K Hold
2,277
0.13% 129
2024
Q3
$225K Hold
2,277
0.13% 141
2024
Q2
$234K Hold
2,277
0.14% 129
2024
Q1
$282K Hold
2,277
0.17% 111
2023
Q4
$222K Buy
+2,277
New +$222K 0.15% 135