Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
4,569
-330
-7% -$15.9K 0.02% 370
2025
Q1
$272K Buy
4,899
+307
+7% +$17K 0.03% 292
2024
Q4
$221K Buy
4,592
+776
+20% +$37.4K 0.02% 333
2024
Q3
$223K Buy
+3,816
New +$223K 0.02% 315