Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
3,458
-1,003
-22% -$74K 0.01% 506
2025
Q1
$349K Buy
4,461
+2,024
+83% +$158K 0.03% 336
2024
Q4
$287K Hold
2,437
0.06% 171
2024
Q3
$263K Buy
+2,437
New +$263K 0.06% 169