Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
3,499
-297
-8% -$22.1K 0.02% 795
2025
Q1
$257K Buy
3,796
+203
+6% +$13.7K 0.02% 776
2024
Q4
$223K Sell
3,593
-1,328
-27% -$82.3K 0.01% 853
2024
Q3
$320K Buy
+4,921
New +$320K 0.02% 685