Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$884K Sell
4,055
-61
-1% -$13.3K 0.1% 210
2025
Q1
$560K Buy
4,116
+600
+17% +$81.6K 0.06% 286
2024
Q4
$506K Buy
3,516
+61
+2% +$8.78K 0.06% 322
2024
Q3
$414K Buy
+3,455
New +$414K 0.05% 348