Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
1,305
+19
+1% +$3.53K 0.2% 63
2025
Q1
$269K Hold
1,286
0.25% 53
2024
Q4
$229K Sell
1,286
-20
-2% -$3.55K 0.19% 56
2024
Q3
$254K Buy
+1,306
New +$254K 0.21% 58