Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
6,642
+91
+1% +$5.53K 0.09% 228
2025
Q1
$376K Sell
6,551
-359
-5% -$20.6K 0.12% 202
2024
Q4
$342K Sell
6,910
-238
-3% -$11.8K 0.1% 221
2024
Q3
$323K Buy
+7,148
New +$323K 0.1% 249