Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Sell
4,416
-1,119
-20% -$104K 0.06% 178
2025
Q1
$403K Buy
5,535
+1,080
+24% +$78.7K 0.06% 173
2024
Q4
$269K Buy
4,455
+824
+23% +$49.7K 0.04% 216
2024
Q3
$273K Buy
+3,631
New +$273K 0.04% 208