Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Sell
1,224
-24
-2% -$7.07K 0.17% 43
2025
Q1
$310K Buy
1,248
+6
+0.5% +$1.49K 0.16% 44
2024
Q4
$273K Buy
1,242
+95
+8% +$20.9K 0.14% 52
2024
Q3
$254K Buy
+1,147
New +$254K 0.14% 54