Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
1,159
-41
-3% -$12.1K 0.21% 96
2025
Q1
$298K Sell
1,200
-50
-4% -$12.4K 0.23% 82
2024
Q4
$275K Hold
1,250
0.19% 91
2024
Q3
$276K Buy
+1,250
New +$276K 0.2% 88
2024
Q2
Sell
-1,170
Closed -$223K 108
2024
Q1
$223K Buy
+1,170
New +$223K 0.18% 98