Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
1,927
-40
-2% -$5.18K 0.06% 80
2025
Q1
$237K Buy
1,967
+13
+0.7% +$1.56K 0.06% 77
2024
Q4
$225K Buy
1,954
+44
+2% +$5.06K 0.06% 86
2024
Q3
$287K Buy
+1,910
New +$287K 0.08% 76