Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
2,310
-50
-2% -$7.61K 0.04% 212
2025
Q1
$347K Sell
2,360
-1
-0% -$147 0.06% 192
2024
Q4
$305K Buy
2,361
+533
+29% +$68.8K 0.06% 207
2024
Q3
$250K Buy
+1,828
New +$250K 0.05% 231