Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
4,220
+477
+13% +$23K 0.03% 238
2025
Q1
$208K Sell
3,743
-549
-13% -$30.4K 0.04% 220
2024
Q4
$207K Sell
4,292
-235
-5% -$11.3K 0.04% 222
2024
Q3
$261K Buy
+4,527
New +$261K 0.05% 197