Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Sell
8,096
-347
-4% -$16.6K 0.01% 1034
2025
Q1
$366K Hold
8,443
0.01% 1000
2024
Q4
$436K Sell
8,443
-1,176
-12% -$60.8K 0.01% 979
2024
Q3
$473K Buy
9,619
+14
+0.1% +$688 0.01% 941
2024
Q2
$372K Buy
+9,605
New +$372K 0.01% 972