Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Buy
3,025
+53
+2% +$4.95K 0.1% 69
2025
Q1
$217K Sell
2,972
-608
-17% -$44.3K 0.09% 82
2024
Q4
$216K Sell
3,580
-425
-11% -$25.6K 0.09% 72
2024
Q3
$301K Buy
4,005
+231
+6% +$17.4K 0.13% 60
2024
Q2
$274K Buy
+3,774
New +$274K 0.12% 63