Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
1,380
+2
+0.1% +$567 0.14% 47
2025
Q1
$316K Sell
1,378
-4
-0.3% -$917 0.13% 49
2024
Q4
$308K Buy
1,382
+414
+43% +$92.4K 0.12% 53
2024
Q3
$228K Buy
+968
New +$228K 0.09% 63