Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
9,185
-58
-0.6% -$1.39K 0.01% 232
2025
Q1
$225K Hold
9,243
0.01% 199
2024
Q4
$225K Sell
9,243
-5
-0.1% -$121 0.01% 180
2024
Q3
$290K Buy
9,248
+34
+0.4% +$1.07K 0.01% 161
2024
Q2
$223K Buy
+9,214
New +$223K 0.01% 187