Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
7,872
-500
-6% -$21.7K 0.12% 55
2025
Q1
$386K Buy
8,372
+500
+6% +$23K 0.15% 49
2024
Q4
$296K Hold
7,872
0.11% 62
2024
Q3
$319K Hold
7,872
0.12% 63
2024
Q2
$272K Sell
7,872
-31
-0.4% -$1.07K 0.11% 78
2024
Q1
$297K Hold
7,903
0.12% 73
2023
Q4
$284K Buy
+7,903
New +$284K 0.13% 71