Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$635K Buy
1,913
+4
+0.2% +$1.33K 0.06% 138
2025
Q1
$666K Sell
1,909
-368
-16% -$128K 0.16% 83
2024
Q4
$771K Sell
2,277
-22
-1% -$7.45K 0.06% 140
2024
Q3
$719K Buy
+2,299
New +$719K 0.06% 117