Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
2,522
+248
+11% +$26K 0.1% 187
2025
Q1
$227K Sell
2,274
-22
-1% -$2.2K 0.09% 195
2024
Q4
$251K Buy
2,296
+68
+3% +$7.43K 0.11% 184
2024
Q3
$251K Buy
2,228
+204
+10% +$23K 0.11% 191
2024
Q2
$202K Buy
+2,024
New +$202K 0.1% 206