Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
1,211
-88
-7% -$28K 0.18% 38
2025
Q1
$337K Buy
1,299
+317
+32% +$82.2K 0.18% 36
2024
Q4
$397K Buy
982
+8
+0.8% +$3.23K 0.21% 35
2024
Q3
$255K Buy
+974
New +$255K 0.12% 39