Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
1,197
-6
-0.5% -$1.75K 0.14% 101
2025
Q1
$272K Buy
1,203
+15
+1% +$3.39K 0.13% 113
2024
Q4
$267K Buy
1,188
+263
+28% +$59.1K 0.12% 118
2024
Q3
$203K Buy
+925
New +$203K 0.1% 148