Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
1,206
-6
-0.5% -$1.36K 0.01% 163
2025
Q1
$201K Buy
1,212
+78
+7% +$12.9K 0.01% 188
2024
Q4
$224K Buy
+1,134
New +$224K 0.01% 183
2022
Q3
Hold
0
190
2022
Q2
Sell
-2,010
Closed -$215K 191
2022
Q1
$215K Buy
+2,010
New +$215K 0.01% 182