Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
1,137
-521
-31% -$118K 0.07% 180
2025
Q1
$275K Buy
1,658
+21
+1% +$3.49K 0.08% 166
2024
Q4
$323K Buy
1,637
+35
+2% +$6.91K 0.09% 156
2024
Q3
$278K Sell
1,602
-45
-3% -$7.82K 0.08% 166
2024
Q2
$286K Sell
1,647
-6
-0.4% -$1.04K 0.09% 167
2024
Q1
$225K Buy
+1,653
New +$225K 0.07% 197