Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
872
-33
-4% -$11.8K 0.04% 98
2025
Q1
$361K Buy
905
+26
+3% +$10.4K 0.05% 82
2024
Q4
$316K Sell
879
-504
-36% -$181K 0.04% 84
2024
Q3
$479K Buy
+1,383
New +$479K 0.06% 67