Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Sell
1,487
-115
-7% -$35K 0.02% 145
2025
Q1
$430K Buy
1,602
+513
+47% +$138K 0.02% 138
2024
Q4
$268K Buy
1,089
+45
+4% +$11.1K 0.01% 157
2024
Q3
$239K Hold
1,044
0.01% 179
2024
Q2
$211K Hold
1,044
0.01% 193
2024
Q1
$204K Buy
+1,044
New +$204K 0.01% 194