Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Buy
1,481
+9
+0.6% +$2.74K 0.1% 207
2025
Q1
$395K Sell
1,472
-62
-4% -$16.6K 0.12% 192
2024
Q4
$378K Sell
1,534
-39
-2% -$9.6K 0.11% 205
2024
Q3
$360K Buy
+1,573
New +$360K 0.11% 220