Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
9,266
-648
-7% -$19.4K 0.23% 129
2025
Q1
$335K Buy
9,914
+169
+2% +$5.71K 0.27% 114
2024
Q4
$288K Sell
9,745
-613
-6% -$18.1K 0.35% 101
2024
Q3
$370K Hold
10,358
0.37% 82
2024
Q2
$375K Buy
+10,358
New +$375K 0.39% 78