Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Sell
1,793
-150
-8% -$31.4K 0.18% 71
2025
Q1
$331K Buy
1,943
+150
+8% +$25.6K 0.18% 72
2024
Q4
$317K Hold
1,793
0.18% 78
2024
Q3
$273K Hold
1,793
0.16% 85
2024
Q2
$326K Buy
1,793
+200
+13% +$36.4K 0.2% 82
2024
Q1
$307K Buy
+1,593
New +$307K 0.21% 90