Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
1,287
+188
+17% +$55.4K 0.09% 51
2025
Q1
$273K Sell
1,099
-200
-15% -$49.7K 0.07% 56
2024
Q4
$286K Hold
1,299
0.07% 57
2024
Q3
$287K Hold
1,299
0.07% 53
2024
Q2
$225K Hold
1,299
0.06% 61
2024
Q1
$248K Hold
1,299
0.07% 56
2023
Q4
$212K Buy
+1,299
New +$212K 0.06% 60