Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$674K Sell
5,250
-55
-1% -$7.06K 0.02% 192
2025
Q1
$383K Buy
5,305
+1,120
+27% +$80.9K 0.02% 244
2024
Q4
$475K Buy
4,185
+68
+2% +$7.73K 0.02% 201
2024
Q3
$410K Buy
+4,117
New +$410K 0.02% 210