Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
1,727
-61
-3% -$8.69K 0.23% 86
2025
Q1
$274K Buy
1,788
+74
+4% +$11.3K 0.28% 64
2024
Q4
$256K Buy
1,714
+384
+29% +$57.4K 0.25% 73
2024
Q3
$217K Buy
+1,330
New +$217K 0.22% 92