Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
3,704
-1,163
-24% -$86.6K 0.05% 266
2025
Q1
$322K Buy
4,867
+43
+0.9% +$2.84K 0.07% 225
2024
Q4
$322K Buy
4,824
+1,351
+39% +$90.3K 0.07% 217
2024
Q3
$221K Buy
+3,473
New +$221K 0.05% 235