Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
7,199
-52
-0.7% -$2.74K 0.01% 260
2025
Q1
$332K Buy
7,251
+546
+8% +$25K 0.01% 270
2024
Q4
$319K Sell
6,705
-28
-0.4% -$1.33K 0.01% 277
2024
Q3
$304K Buy
6,733
+548
+9% +$24.7K 0.01% 286
2024
Q2
$240K Hold
6,185
0.01% 310
2024
Q1
$204K Buy
+6,185
New +$204K 0.01% 343
2023
Q3
Sell
-6,718
Closed -$235K 314
2023
Q2
$235K Buy
+6,718
New +$235K 0.01% 294