Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
2,332
-69
-3% -$8.93K 0.02% 206
2025
Q1
$287K Hold
2,401
0.02% 213
2024
Q4
$279K Buy
2,401
+145
+6% +$16.8K 0.02% 212
2024
Q3
$305K Buy
2,256
+581
+35% +$78.5K 0.02% 182
2024
Q2
$227K Buy
+1,675
New +$227K 0.02% 177