Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
1,035
-49
-5% -$14.4K 0.16% 57
2025
Q1
$270K Buy
1,084
+142
+15% +$35.3K 0.13% 66
2024
Q4
$207K Buy
942
+27
+3% +$5.94K 0.1% 71
2024
Q3
$202K Buy
+915
New +$202K 0.1% 71