Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$185K Sell
1,095
-54
-5% -$9.12K 0.03% 322
2025
Q1
$162K Sell
1,149
-176
-13% -$24.9K 0.03% 334
2024
Q4
$210K Buy
1,325
+96
+8% +$15.2K 0.03% 294
2024
Q3
$156K Buy
+1,229
New +$156K 0.02% 359