Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Sell
3,745
-959
-20% -$85.7K 0.02% 690
2025
Q1
$357K Buy
4,704
+852
+22% +$64.6K 0.02% 620
2024
Q4
$298K Buy
3,852
+226
+6% +$17.5K 0.02% 715
2024
Q3
$265K Buy
+3,626
New +$265K 0.02% 773