Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
1,353
-30
-2% -$5.5K 0.03% 170
2025
Q1
$243K Sell
1,383
-190
-12% -$33.4K 0.03% 165
2024
Q4
$295K Hold
1,573
0.04% 161
2024
Q3
$302K Buy
+1,573
New +$302K 0.04% 159