Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
1,945
-55
-3% -$6.24K 0.02% 234
2025
Q1
$264K Buy
+2,000
New +$264K 0.02% 195
2024
Q4
Sell
-1,936
Closed -$205K 249
2024
Q3
$205K Buy
+1,936
New +$205K 0.02% 240