Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
1,507
-33
-2% -$4.73K 0.05% 74
2025
Q1
$258K Hold
1,540
0.07% 63
2024
Q4
$223K Buy
1,540
+101
+7% +$14.6K 0.06% 72
2024
Q3
$212K Buy
+1,439
New +$212K 0.06% 78