Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Sell
1,500
-1,780
-54% -$218K 0.13% 21
2025
Q1
$299K Buy
3,280
+1,080
+49% +$98.5K 0.2% 16
2024
Q4
$254K Buy
2,200
+300
+16% +$34.6K 0.17% 16
2024
Q3
$225K Buy
+1,900
New +$225K 0.14% 19