Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
705
-100
-12% -$38.7K 0.16% 83
2025
Q1
$309K Buy
805
+61
+8% +$23.4K 0.19% 76
2024
Q4
$331K Buy
744
+215
+41% +$95.6K 0.19% 80
2024
Q3
$274K Buy
+529
New +$274K 0.15% 90