Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
1,689
-165
-9% -$36.1K 0.14% 71
2025
Q1
$259K Buy
1,854
+471
+34% +$65.9K 0.13% 80
2024
Q4
$230K Buy
1,383
+107
+8% +$17.8K 0.09% 99
2024
Q3
$217K Buy
+1,276
New +$217K 0.09% 108