Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$429K Sell
10,064
-380
-4% -$16.2K 0.12% 153
2025
Q1
$340K Buy
10,444
+1,544
+17% +$50.2K 0.09% 182
2024
Q4
$298K Hold
8,900
0.08% 193
2024
Q3
$261K Buy
+8,900
New +$261K 0.07% 225