Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
1,287
-65
-5% -$10.8K 0.06% 211
2025
Q1
$231K Buy
1,352
+48
+4% +$8.21K 0.08% 188
2024
Q4
$250K Hold
1,304
0.08% 188
2024
Q3
$250K Hold
1,304
0.08% 189
2024
Q2
$240K Buy
+1,304
New +$240K 0.08% 190