Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
4,516
-48
-1% -$2.36K 0.01% 497
2025
Q1
$258K Buy
4,564
+350
+8% +$19.8K 0.02% 439
2024
Q4
$242K Buy
+4,214
New +$242K 0.01% 453
2024
Q3
Sell
-3,945
Closed -$214K 492
2024
Q2
$214K Buy
3,945
+93
+2% +$5.04K 0.01% 445
2024
Q1
$223K Buy
+3,852
New +$223K 0.02% 425