Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
3,545
-36
-1% -$2.94K 0.02% 105
2025
Q1
$355K Buy
3,581
+523
+17% +$51.9K 0.02% 84
2024
Q4
$307K Buy
3,058
+153
+5% +$15.4K 0.02% 85
2024
Q3
$281K Buy
+2,905
New +$281K 0.02% 96