Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Buy
1,421
+1
+0.1% +$295 0.08% 129
2025
Q1
$353K Sell
1,420
-13
-0.9% -$3.23K 0.07% 134
2024
Q4
$315K Sell
1,433
-19
-1% -$4.18K 0.07% 144
2024
Q3
$321K Buy
+1,452
New +$321K 0.07% 138