Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
3,461
-810
-19% -$81.5K 0.16% 135
2025
Q1
$326K Buy
4,271
+938
+28% +$71.6K 0.2% 88
2024
Q4
$230K Buy
3,333
+151
+5% +$10.4K 0.15% 116
2024
Q3
$232K Buy
+3,182
New +$232K 0.15% 117