Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
4,260
-98
-2% -$7.3K 0.02% 148
2025
Q1
$274K Sell
4,358
-10
-0.2% -$629 0.01% 155
2024
Q4
$249K Hold
4,368
0.01% 175
2024
Q3
$257K Buy
4,368
+574
+15% +$33.7K 0.01% 173
2024
Q2
$205K Buy
+3,794
New +$205K 0.01% 170