Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
4,106
+80
+2% +$2.95K 0.02% 278
2025
Q1
$132K Sell
4,026
-130
-3% -$4.27K 0.02% 285
2024
Q4
$152K Hold
4,156
0.02% 267
2024
Q3
$140K Buy
4,156
+230
+6% +$7.76K 0.02% 286
2024
Q2
$150K Sell
3,926
-660
-14% -$25.2K 0.02% 265
2024
Q1
$208K Sell
4,586
-3,556
-44% -$161K 0.03% 230
2023
Q4
$281K Sell
8,142
-2,183
-21% -$75.4K 0.04% 202
2023
Q3
$319K Buy
+10,325
New +$319K 0.05% 189