Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$270K Sell
2,705
-945
-26% -$94.3K 0.02% 305
2024
Q4
$399K Buy
3,650
+63
+2% +$6.89K 0.03% 215
2024
Q3
$412K Buy
3,587
+1,232
+52% +$142K 0.03% 212
2024
Q2
$235K Buy
+2,355
New +$235K 0.02% 278