Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
8,544
-339
-4% -$12.3K 0.03% 184
2025
Q1
$294K Sell
8,883
-1,158
-12% -$38.3K 0.03% 179
2024
Q4
$283K Hold
10,041
0.03% 196
2024
Q3
$251K Buy
+10,041
New +$251K 0.03% 204