Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Buy
6,866
+230
+3% +$12.5K 0.03% 403
2025
Q1
$335K Hold
6,636
0.03% 389
2024
Q4
$301K Sell
6,636
-3,612
-35% -$164K 0.02% 411
2024
Q3
$486K Hold
10,248
0.03% 331
2024
Q2
$470K Buy
+10,248
New +$470K 0.03% 350