Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
8,215
+3,480
+73% +$142K 0.01% 393
2025
Q1
$214K Sell
4,735
-290
-6% -$13.1K 0.01% 388
2024
Q4
$218K Hold
5,025
0.01% 348
2024
Q3
$228K Sell
5,025
-400
-7% -$18.1K 0.01% 352
2024
Q2
$223K Buy
+5,425
New +$223K 0.01% 354