Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
120,485
-1,750
-1% -$8.58K 0.12% 165
2025
Q1
$521K Buy
122,235
+38,560
+46% +$164K 0.13% 164
2024
Q4
$402K Sell
83,675
-1,950
-2% -$9.38K 0.09% 199
2024
Q3
$313K Buy
+85,625
New +$313K 0.07% 227