Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
1,500
-805
-35% -$130K 0.01% 932
2025
Q1
$246K Buy
2,305
+120
+5% +$12.8K 0.01% 867
2024
Q4
$270K Buy
+2,185
New +$270K 0.01% 778
2024
Q3
Sell
-1,596
Closed -$261K 910
2024
Q2
$261K Buy
+1,596
New +$261K 0.02% 638