Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
703
-56
-7% -$17.4K 0.06% 207
2025
Q1
$255K Sell
759
-11
-1% -$3.7K 0.07% 196
2024
Q4
$261K Buy
770
+77
+11% +$26.1K 0.07% 197
2024
Q3
$200K Buy
+693
New +$200K 0.06% 221