Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Sell
3,350
-50
-1% -$5.67K 0.13% 116
2025
Q1
$450K Hold
3,400
0.19% 101
2024
Q4
$288K Sell
3,400
-600
-15% -$50.9K 0.12% 127
2024
Q3
$424K Buy
+4,000
New +$424K 0.21% 95