Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Sell
7,986
-298
-4% -$16.2K 0.01% 212
2025
Q1
$418K Buy
8,284
+710
+9% +$35.8K 0.01% 206
2024
Q4
$344K Buy
7,574
+2,806
+59% +$127K 0.01% 208
2024
Q3
$226K Buy
+4,768
New +$226K ﹤0.01% 179