Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
3,251
-758
-19% -$55.3K 0.03% 332
2025
Q1
$314K Buy
4,009
+29
+0.7% +$2.27K 0.05% 268
2024
Q4
$270K Buy
3,980
+460
+13% +$31.2K 0.04% 290
2024
Q3
$237K Buy
+3,520
New +$237K 0.04% 335