Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Buy
1,363
+450
+49% +$116K 0.05% 299
2025
Q1
$204K Hold
913
0.04% 350
2024
Q4
$209K Sell
913
-47
-5% -$10.7K 0.04% 336
2024
Q3
$234K Buy
+960
New +$234K 0.04% 339