Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
1,645
-64
-4% -$8.87K 0.02% 319
2025
Q1
$273K Sell
1,709
-39
-2% -$6.23K 0.02% 292
2024
Q4
$233K Buy
1,748
+15
+0.9% +$2K 0.02% 314
2024
Q3
$235K Hold
1,733
0.02% 316
2024
Q2
$256K Buy
+1,733
New +$256K 0.02% 299
2023
Q1
Sell
-1,594
Closed -$226K 340
2022
Q4
$226K Buy
+1,594
New +$226K 0.02% 321