Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$558K Sell
7,054
-80
-1% -$6.33K 0.33% 61
2025
Q1
$640K Hold
7,134
0.41% 54
2024
Q4
$710K Sell
7,134
-75
-1% -$7.46K 0.46% 48
2024
Q3
$819K Sell
7,209
-100
-1% -$11.4K 0.5% 48
2024
Q2
$905K Hold
7,309
0.57% 45
2024
Q1
$964K Hold
7,309
0.58% 44
2023
Q4
$797K Buy
+7,309
New +$797K 0.5% 52