Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
2,794
-604
-18% -$74.1K 0.01% 299
2025
Q1
$310K Buy
3,398
+210
+7% +$19.1K 0.01% 305
2024
Q4
$367K Sell
3,188
-274
-8% -$31.6K 0.01% 297
2024
Q3
$410K Buy
+3,462
New +$410K 0.01% 301