Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$575K Sell
1,950
-175
-8% -$51.6K 0.31% 47
2025
Q1
$528K Hold
2,125
0.32% 49
2024
Q4
$467K Sell
2,125
-8
-0.4% -$1.76K 0.25% 48
2024
Q3
$472K Buy
2,133
+8
+0.4% +$1.77K 0.26% 47
2024
Q2
$368K Hold
2,125
0.21% 48
2024
Q1
$406K Buy
+2,125
New +$406K 0.25% 50