Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
4,290
-135
-3% -$9.51K 0.19% 104
2025
Q1
$324K Sell
4,425
-6,885
-61% -$505K 0.22% 100
2024
Q4
$709K Buy
11,310
+6,655
+143% +$417K 0.23% 102
2024
Q3
$307K Sell
4,655
-2,000
-30% -$132K 0.19% 99
2024
Q2
$480K Hold
6,655
0.31% 82
2024
Q1
$446K Buy
6,655
+2,000
+43% +$134K 0.27% 88
2023
Q4
$306K Buy
+4,655
New +$306K 0.22% 95