Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
1,790
+50
+3% +$11K 0.26% 93
2025
Q1
$331K Sell
1,740
-73
-4% -$13.9K 0.22% 101
2024
Q4
$398K Buy
1,813
+73
+4% +$16K 0.27% 93
2024
Q3
$324K Hold
1,740
0.23% 106
2024
Q2
$336K Hold
1,740
0.26% 101
2024
Q1
$314K Buy
+1,740
New +$314K 0.23% 112