Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
305
-5
-2% -$4.48K 0.02% 147
2025
Q1
$211K Sell
310
-123
-28% -$83.7K 0.01% 154
2024
Q4
$273K Sell
433
-10
-2% -$6.31K 0.02% 145
2024
Q3
$343K Sell
443
-65
-13% -$50.3K 0.02% 133
2024
Q2
$419K Hold
508
0.03% 114
2024
Q1
$355K Buy
+508
New +$355K 0.03% 121