Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
1,177
-174
-13% -$51.2K 0.02% 416
2025
Q1
$360K Hold
1,351
0.03% 373
2024
Q4
$340K Buy
1,351
+135
+11% +$33.9K 0.02% 385
2024
Q3
$268K Sell
1,216
-18
-1% -$3.96K 0.02% 452
2024
Q2
$213K Buy
+1,234
New +$213K 0.02% 509