Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
622
-141
-18% -$50.3K 0.02% 231
2025
Q1
$207K Sell
763
-18
-2% -$4.89K 0.02% 224
2024
Q4
$259K Hold
781
0.02% 208
2024
Q3
$259K Buy
+781
New +$259K 0.02% 212