Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
1,225
-10
-0.8% -$1.69K 0.03% 299
2025
Q1
$190K Buy
1,235
+300
+32% +$46.3K 0.03% 300
2024
Q4
$159K Sell
935
-60
-6% -$10.2K 0.02% 359
2024
Q3
$173K Hold
995
0.03% 336
2024
Q2
$171K Hold
995
0.03% 302
2024
Q1
$259K Buy
+995
New +$259K 0.05% 238