Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
+232
New +$208K 0.11% 68
2024
Q4
Sell
-300
Closed -$232K 69
2024
Q3
$232K Hold
300
0.13% 62
2024
Q2
$247K Sell
300
-24
-7% -$19.8K 0.14% 62
2024
Q1
$226K Buy
+324
New +$226K 0.13% 62