Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
2,530
-19
-0.7% -$2.63K 0.02% 635
2025
Q1
$407K Buy
2,549
+200
+9% +$31.9K 0.03% 575
2024
Q4
$312K Buy
2,349
+181
+8% +$24.1K 0.02% 652
2024
Q3
$294K Buy
+2,168
New +$294K 0.02% 657