Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Buy
1,125
+22
+2% +$6.69K 0.01% 533
2025
Q1
$296K Sell
1,103
-18
-2% -$4.83K 0.01% 552
2024
Q4
$276K Buy
1,121
+18
+2% +$4.43K 0.01% 575
2024
Q3
$253K Hold
1,103
0.01% 590
2024
Q2
$221K Buy
+1,103
New +$221K 0.01% 608