Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
860
-76
-8% -$23.8K 0.14% 155
2025
Q1
$243K Buy
936
+56
+6% +$14.5K 0.14% 150
2024
Q4
$358K Buy
880
+65
+8% +$26.4K 0.2% 116
2024
Q3
$213K Buy
+815
New +$213K 0.13% 145