Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
2,727
+70
+3% +$5.71K 0.01% 395
2025
Q1
$264K Buy
2,657
+14
+0.5% +$1.39K 0.01% 347
2024
Q4
$266K Hold
2,643
0.01% 362
2024
Q3
$241K Sell
2,643
-635
-19% -$57.9K 0.01% 353
2024
Q2
$267K Buy
3,278
+70
+2% +$5.71K 0.01% 331
2024
Q1
$257K Hold
3,208
0.01% 334
2023
Q4
$225K Buy
+3,208
New +$225K 0.01% 328