Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$681K Sell
5,556
-965
-15% -$118K 0.03% 199
2025
Q1
$594K Buy
6,521
+290
+5% +$26.4K 0.03% 207
2024
Q4
$718K Buy
6,231
+2,078
+50% +$239K 0.04% 183
2024
Q3
$492K Buy
+4,153
New +$492K 0.03% 197