Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
5,431
+64
+1% +$2.46K 0.01% 274
2025
Q1
$208K Sell
5,367
-2,668
-33% -$103K 0.01% 253
2024
Q4
$272K Buy
8,035
+1,300
+19% +$44K 0.02% 219
2024
Q3
$275K Hold
6,735
0.02% 210
2024
Q2
$259K Hold
6,735
0.02% 200
2024
Q1
$289K Hold
6,735
0.02% 184
2023
Q4
$250K Buy
6,735
+200
+3% +$7.41K 0.02% 180
2023
Q3
$237K Hold
6,535
0.02% 173
2023
Q2
$233K Buy
+6,535
New +$233K 0.02% 175