Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
993
+5
+0.5% +$1.4K 0.17% 38
2025
Q1
$308K Sell
988
-15
-1% -$4.67K 0.28% 30
2024
Q4
$261K Buy
1,003
+1
+0.1% +$261 0.21% 37
2024
Q3
$316K Hold
1,002
0.21% 36
2024
Q2
$326K Hold
1,002
0.24% 30
2024
Q1
$285K Hold
1,002
0.23% 35
2023
Q4
$289K Buy
+1,002
New +$289K 0.29% 32