Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
2,699
+43
+2% +$3.2K 0.07% 189
2025
Q1
$180K Buy
2,656
+80
+3% +$5.42K 0.07% 194
2024
Q4
$160K Sell
2,576
-5
-0.2% -$310 0.06% 195
2024
Q3
$168K Buy
+2,581
New +$168K 0.07% 195