Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
2,041
-46
-2% -$4.85K 0.06% 210
2025
Q1
$232K Sell
2,087
-388
-16% -$43.1K 0.08% 187
2024
Q4
$277K Hold
2,475
0.09% 181
2024
Q3
$277K Buy
2,475
+5
+0.2% +$559 0.09% 182
2024
Q2
$221K Buy
+2,470
New +$221K 0.08% 199