Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
1,835
+103
+6% +$15.6K 0.18% 71
2025
Q1
$235K Sell
1,732
-299
-15% -$40.6K 0.2% 65
2024
Q4
$262K Buy
2,031
+12
+0.6% +$1.55K 0.22% 60
2024
Q3
$276K Buy
+2,019
New +$276K 0.22% 52