Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
3,822
-657
-15% -$52K 0.17% 117
2025
Q1
$402K Buy
4,479
+6
+0.1% +$539 0.24% 100
2024
Q4
$445K Buy
4,473
+715
+19% +$71.1K 0.26% 93
2024
Q3
$427K Buy
+3,758
New +$427K 0.26% 92