Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Sell
1,115
-15
-1% -$4.77K 0.23% 50
2025
Q1
$293K Sell
1,130
-20
-2% -$5.18K 0.21% 49
2024
Q4
$464K Hold
1,150
0.33% 41
2024
Q3
$301K Hold
1,150
0.21% 50
2024
Q2
$228K Sell
1,150
-8
-0.7% -$1.58K 0.17% 53
2024
Q1
$204K Hold
1,158
0.16% 55
2023
Q4
$288K Sell
1,158
-57
-5% -$14.2K 0.24% 50
2023
Q3
$304K Hold
1,215
0.28% 46
2023
Q2
$318K Hold
1,215
0.29% 45
2023
Q1
$252K Buy
+1,215
New +$252K 0.24% 49