Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
2,340
+300
+15% +$28K 0.15% 113
2025
Q1
$149K Hold
2,040
0.1% 117
2024
Q4
$123K Sell
2,040
-3,000
-60% -$181K 0.09% 120
2024
Q3
$379K Buy
+5,040
New +$379K 0.25% 86