Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
1,881
+105
+6% +$14.3K 0.06% 198
2025
Q1
$236K Sell
1,776
-276
-13% -$36.6K 0.07% 221
2024
Q4
$232K Buy
2,052
+135
+7% +$15.3K 0.07% 231
2024
Q3
$219K Buy
+1,917
New +$219K 0.08% 231