Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
950
-58
-6% -$19K 0.01% 305
2025
Q1
$316K Sell
1,008
-317
-24% -$99.4K 0.01% 304
2024
Q4
$462K Buy
1,325
+197
+17% +$68.7K 0.01% 273
2024
Q3
$365K Buy
+1,128
New +$365K 0.01% 311