Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
2,600
-15
-0.6% -$1.32K 0.02% 224
2025
Q1
$248K Buy
2,615
+15
+0.6% +$1.42K 0.02% 199
2024
Q4
$221K Sell
2,600
-30
-1% -$2.55K 0.02% 230
2024
Q3
$263K Buy
2,630
+30
+1% +$3K 0.02% 209
2024
Q2
$232K Buy
+2,600
New +$232K 0.02% 208