Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
2,287
+18
+0.8% +$2.33K 0.09% 166
2025
Q1
$273K Hold
2,269
0.09% 158
2024
Q4
$265K Sell
2,269
-614
-21% -$71.7K 0.1% 142
2024
Q3
$433K Hold
2,883
0.16% 112
2024
Q2
$456K Buy
+2,883
New +$456K 0.19% 98