Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
5,713
+291
+5% +$11.9K 0.01% 389
2025
Q1
$245K Sell
5,422
-37
-0.7% -$1.67K 0.01% 353
2024
Q4
$237K Hold
5,459
0.01% 377
2024
Q3
$248K Sell
5,459
-327
-6% -$14.8K 0.01% 348
2024
Q2
$238K Sell
5,786
-186
-3% -$7.65K 0.01% 348
2024
Q1
$223K Buy
5,972
+381
+7% +$14.3K 0.01% 355
2023
Q4
$214K Buy
+5,591
New +$214K 0.01% 335