Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
8,299
+170
+2% +$4.16K 0.16% 78
2025
Q1
$225K Sell
8,129
-4,307
-35% -$119K 0.19% 73
2024
Q4
$406K Sell
12,436
-1,221
-9% -$39.8K 0.36% 42
2024
Q3
$490K Buy
+13,657
New +$490K 0.45% 32