Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
524
-24
-4% -$11.5K 0.06% 166
2025
Q1
$256K Buy
548
+63
+13% +$29.5K 0.08% 168
2024
Q4
$203K Sell
485
-841
-63% -$353K 0.06% 124
2024
Q3
$633K Buy
+1,326
New +$633K 0.21% 54