Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
755
+28
+4% +$9.99K 0.06% 337
2025
Q1
$290K Sell
727
-32
-4% -$12.8K 0.09% 262
2024
Q4
$273K Sell
759
-21
-3% -$7.55K 0.08% 277
2024
Q3
$270K Buy
+780
New +$270K 0.08% 301