Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
2,552
-551
-18% -$58.1K 0.01% 237
2025
Q1
$345K Buy
3,103
+103
+3% +$11.5K 0.02% 208
2024
Q4
$310K Buy
3,000
+1,077
+56% +$111K 0.02% 204
2024
Q3
$215K Buy
+1,923
New +$215K 0.01% 220