Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
4,088
-577
-12% -$49.5K 0.08% 201
2025
Q1
$429K Buy
4,665
+551
+13% +$50.7K 0.11% 178
2024
Q4
$347K Buy
4,114
+1,212
+42% +$102K 0.09% 189
2024
Q3
$306K Buy
+2,902
New +$306K 0.08% 201