Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
3,976
-735
-16% -$51.8K 0.05% 93
2025
Q1
$345K Buy
4,711
+1,109
+31% +$81.3K 0.08% 80
2024
Q4
$226K Buy
3,602
+559
+18% +$35K 0.05% 91
2024
Q3
$201K Buy
3,043
+55
+2% +$3.63K 0.05% 93
2024
Q2
$216K Buy
+2,988
New +$216K 0.05% 84