Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
934
+13
+1% +$3.5K 0.06% 202
2025
Q1
$233K Sell
921
-43
-4% -$10.9K 0.06% 192
2024
Q4
$226K Buy
964
+166
+21% +$38.9K 0.06% 206
2024
Q3
$204K Buy
+798
New +$204K 0.06% 221