Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Sell
1,314
-212
-14% -$32.3K 0.05% 266
2025
Q1
$224K Sell
1,526
-55
-3% -$8.08K 0.06% 246
2024
Q4
$204K Buy
1,581
+51
+3% +$6.58K 0.05% 247
2024
Q3
$209K Buy
+1,530
New +$209K 0.05% 260