Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
3,704
+100
+3% +$7.92K 0.18% 45
2025
Q1
$323K Hold
3,604
0.22% 37
2024
Q4
$359K Sell
3,604
-464
-11% -$46.2K 0.24% 35
2024
Q3
$462K Buy
+4,068
New +$462K 0.3% 30