Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Sell
3,544
-212
-6% -$26K 0.13% 104
2025
Q1
$342K Buy
3,756
+197
+6% +$18K 0.11% 114
2024
Q4
$410K Buy
3,559
+555
+18% +$64K 0.14% 87
2024
Q3
$356K Buy
+3,004
New +$356K 0.12% 101