Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
1,227
+8
+0.7% +$1.38K 0.02% 528
2025
Q1
$269K Sell
1,219
-113
-8% -$25K 0.03% 450
2024
Q4
$274K Sell
1,332
-93
-7% -$19.1K 0.03% 435
2024
Q3
$256K Buy
+1,425
New +$256K 0.03% 433