Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
1,867
-1,204
-39% -$167K 0.03% 493
2025
Q1
$491K Buy
3,071
+1,651
+116% +$264K 0.11% 180
2024
Q4
$189K Buy
1,420
+581
+69% +$77.3K 0.06% 251
2024
Q3
$114K Buy
+839
New +$114K 0.04% 327