Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Hold
2,100
0.2% 36
2025
Q1
$204K Sell
2,100
-245
-10% -$23.7K 0.15% 40
2024
Q4
$315K Buy
2,345
+5
+0.2% +$671 0.24% 37
2024
Q3
$284K Hold
2,340
0.22% 37
2024
Q2
$289K Buy
2,340
+100
+4% +$12.4K 0.25% 37
2024
Q1
$202K Buy
+2,240
New +$202K 0.18% 41