Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$198K Buy
6,625
+20
+0.3% +$599 0.01% 373
2025
Q1
$145K Sell
6,605
-1,430
-18% -$31.4K 0.01% 393
2024
Q4
$177K Hold
8,035
0.01% 380
2024
Q3
$197K Buy
+8,035
New +$197K 0.01% 379