Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
2,712
+33
+1% +$5.09K ﹤0.01% 734
2025
Q1
$367K Sell
2,679
-1,071
-29% -$147K ﹤0.01% 679
2024
Q4
$396K Hold
3,750
﹤0.01% 698
2024
Q3
$355K Buy
+3,750
New +$355K ﹤0.01% 842