Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Sell
1,090
-420
-28% -$149K 0.18% 53
2025
Q1
$529K Buy
1,510
+9
+0.6% +$3.16K 0.26% 41
2024
Q4
$475K Buy
1,501
+127
+9% +$40.2K 0.23% 42
2024
Q3
$378K Buy
1,374
+293
+27% +$80.5K 0.22% 50
2024
Q2
$284K Buy
+1,081
New +$284K 0.19% 54