Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
9,250
-21
-0.2% -$1.18K 0.03% 440
2025
Q1
$201K Sell
9,271
-987
-10% -$21.3K 0.01% 654
2024
Q4
$218K Buy
10,258
+258
+3% +$5.48K 0.01% 617
2024
Q3
$80.9K Hold
10,000
0.01% 631
2024
Q2
$84.7K Buy
+10,000
New +$84.7K 0.01% 592