Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Buy
4,834
+117
+2% +$6.36K 0.02% 298
2025
Q1
$238K Sell
4,717
-299
-6% -$15.1K 0.02% 315
2024
Q4
$228K Hold
5,016
0.02% 312
2024
Q3
$239K Buy
5,016
+264
+6% +$12.6K 0.02% 303
2024
Q2
$218K Sell
4,752
-1,679
-26% -$77K 0.02% 306
2024
Q1
$255K Hold
6,431
0.03% 284
2023
Q4
$255K Buy
+6,431
New +$255K 0.02% 296