Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
3,854
+148
+4% +$15.5K 0.09% 227
2025
Q1
$370K Sell
3,706
-318
-8% -$31.7K 0.12% 203
2024
Q4
$440K Sell
4,024
-41
-1% -$4.48K 0.13% 187
2024
Q3
$467K Buy
+4,065
New +$467K 0.14% 180