Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
1,815
+229
+14% +$36.1K 0.02% 708
2025
Q1
$280K Sell
1,586
-122
-7% -$21.5K 0.02% 694
2024
Q4
$336K Sell
1,708
-174
-9% -$34.2K 0.02% 623
2024
Q3
$446K Buy
+1,882
New +$446K 0.03% 522