Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
6,580
+2,232
+51% +$115K 0.04% 387
2025
Q1
$254K Sell
4,348
-914
-17% -$53.4K 0.03% 421
2024
Q4
$337K Sell
5,262
-6,562
-55% -$421K 0.04% 303
2024
Q3
$566K Buy
+11,824
New +$566K 0.07% 268