Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Sell
2,230
-162
-7% -$24.7K 0.03% 180
2025
Q1
$351K Buy
2,392
+542
+29% +$79.6K 0.04% 152
2024
Q4
$239K Buy
1,850
+144
+8% +$18.6K 0.03% 173
2024
Q3
$233K Buy
+1,706
New +$233K 0.03% 178