Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
630
-183
-23% -$65.3K 0.05% 219
2025
Q1
$325K Buy
813
+180
+28% +$71.9K 0.09% 164
2024
Q4
$228K Buy
633
+21
+3% +$7.55K 0.06% 237
2024
Q3
$212K Buy
+612
New +$212K 0.08% 239