Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Buy
4,375
+21
+0.5% +$1.48K 0.02% 183
2025
Q1
$319K Hold
4,354
0.03% 177
2024
Q4
$273K Sell
4,354
-43
-1% -$2.69K 0.02% 199
2024
Q3
$290K Sell
4,397
-1,504
-25% -$99.2K 0.03% 194
2024
Q2
$426K Buy
+5,901
New +$426K 0.04% 146