Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
8,663
+36
+0.4% +$1.08K 0.06% 350
2025
Q1
$292K Sell
8,627
-270
-3% -$9.12K 0.09% 259
2024
Q4
$263K Sell
8,897
-164
-2% -$4.85K 0.08% 286
2024
Q3
$284K Buy
+9,061
New +$284K 0.08% 290