Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
2,024
-101
-5% -$10.6K 0.02% 466
2025
Q1
$212K Hold
2,125
0.02% 419
2024
Q4
$232K Buy
2,125
+27
+1% +$2.95K 0.02% 365
2024
Q3
$241K Buy
+2,098
New +$241K 0.02% 363