Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
650
+32
+5% +$12.4K 0.01% 221
2025
Q1
$237K Sell
618
-41
-6% -$15.7K 0.01% 224
2024
Q4
$293K Hold
659
0.01% 224
2024
Q3
$341K Sell
659
-21
-3% -$10.9K 0.02% 221
2024
Q2
$378K Buy
+680
New +$378K 0.02% 200