Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Sell
780
-425
-35% -$174K 0.01% 229
2025
Q1
$399K Buy
1,205
+200
+20% +$66.2K 0.01% 220
2024
Q4
$421K Hold
1,005
0.01% 214
2024
Q3
$430K Hold
1,005
0.01% 207
2024
Q2
$367K Buy
1,005
+20
+2% +$7.31K 0.01% 226
2024
Q1
$409K Buy
+985
New +$409K 0.01% 203