Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
4,717
-194
-4% -$15.7K 0.09% 141
2025
Q1
$400K Buy
4,911
+513
+12% +$41.8K 0.11% 133
2024
Q4
$321K Buy
4,398
+342
+8% +$25K 0.09% 171
2024
Q3
$241K Buy
+4,056
New +$241K 0.09% 215