Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Sell
2,050
-32
-2% -$6.2K ﹤0.01% 873
2025
Q1
$245K Sell
2,082
-218
-9% -$25.6K ﹤0.01% 792
2024
Q4
$317K Sell
2,300
-400
-15% -$55.1K ﹤0.01% 762
2024
Q3
$320K Hold
2,700
﹤0.01% 769
2024
Q2
$232K Buy
+2,700
New +$232K ﹤0.01% 807