Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
3,133
-78
-2% -$7.28K 0.06% 260
2025
Q1
$235K Sell
3,211
-990
-24% -$72.4K 0.05% 265
2024
Q4
$289K Buy
+4,201
New +$289K 0.06% 234
2023
Q4
$330K Buy
+5,367
New +$330K 0.13% 138