Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
2,100
-125
-6% -$13.2K 0.06% 249
2025
Q1
$247K Buy
2,225
+1
+0% +$111 0.06% 232
2024
Q4
$230K Hold
2,224
0.06% 231
2024
Q3
$249K Buy
+2,224
New +$249K 0.06% 234