Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
1,529
-267
-15% -$40.7K 0.08% 229
2025
Q1
$264K Hold
1,796
0.11% 191
2024
Q4
$232K Buy
1,796
+65
+4% +$8.39K 0.09% 203
2024
Q3
$237K Buy
+1,731
New +$237K 0.1% 193