Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
306
-23
-7% -$8.17K 0.09% 114
2025
Q1
$115K Hold
329
0.09% 113
2024
Q4
$104K Hold
329
0.09% 111
2024
Q3
$90.5K Sell
329
-10
-3% -$2.75K 0.07% 116
2024
Q2
$89K Buy
+339
New +$89K 0.08% 111