Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
6,625
-200
-3% -$14.8K 0.13% 124
2025
Q1
$281K Hold
6,825
0.08% 172
2024
Q4
$351K Hold
6,825
0.1% 147
2024
Q3
$326K Buy
6,825
+125
+2% +$5.97K 0.09% 160
2024
Q2
$330K Buy
+6,700
New +$330K 0.1% 154