Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Sell
200
-600
-75% -$481K 0.08% 106
2025
Q1
$530K Buy
800
+300
+60% +$199K 0.29% 55
2024
Q4
$347K Hold
500
0.18% 79
2024
Q3
$417K Buy
+500
New +$417K 0.21% 74