Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
5,323
+52
+1% +$2.83K 0.06% 318
2025
Q1
$266K Sell
5,271
-236
-4% -$11.9K 0.08% 286
2024
Q4
$250K Sell
5,507
-159
-3% -$7.22K 0.08% 299
2024
Q3
$269K Buy
+5,666
New +$269K 0.08% 303