Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
3,000
-2,000
-40% -$187K 0.09% 79
2025
Q1
$364K Sell
5,000
-3,950
-44% -$288K 0.12% 79
2024
Q4
$540K Buy
8,950
+5,130
+134% +$309K 0.16% 72
2024
Q3
$287K Buy
3,820
+445
+13% +$33.4K 0.09% 87
2024
Q2
$245K Buy
3,375
+1,000
+42% +$72.7K 0.08% 90
2024
Q1
$183K Buy
+2,375
New +$183K 0.06% 89