Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
1,696
-600
-26% -$77.7K 0.05% 313
2025
Q1
$276K Buy
2,296
+102
+5% +$12.3K 0.07% 292
2024
Q4
$256K Buy
2,194
+650
+42% +$75.9K 0.06% 308
2024
Q3
$232K Buy
+1,544
New +$232K 0.05% 310