Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
529
+27
+5% +$12.7K 0.03% 151
2025
Q1
$234K Sell
502
-123
-20% -$57.2K 0.03% 159
2024
Q4
$262K Buy
625
+77
+14% +$32.2K 0.04% 137
2024
Q3
$261K Buy
+548
New +$261K 0.04% 133