Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Sell
1,266
-15
-1% -$5.35K 0.02% 378
2025
Q1
$511K Buy
1,281
+15
+1% +$5.99K 0.03% 344
2024
Q4
$455K Hold
1,266
0.03% 365
2024
Q3
$438K Sell
1,266
-20
-2% -$6.92K 0.03% 361
2024
Q2
$378K Buy
+1,286
New +$378K 0.02% 376