Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
3,002
-28
-0.9% -$2.29K 0.07% 236
2025
Q1
$301K Buy
3,030
+570
+23% +$56.6K 0.08% 200
2024
Q4
$247K Buy
2,460
+105
+4% +$10.5K 0.06% 221
2024
Q3
$215K Buy
+2,355
New +$215K 0.05% 258