Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.3K Hold
1,040
0.05% 172
2025
Q1
$75.3K Sell
1,040
-1,040
-50% -$75.3K 0.05% 167
2024
Q4
$145K Buy
2,080
+1,040
+100% +$72.7K 0.05% 167
2024
Q3
$107K Buy
+1,040
New +$107K 0.07% 156