Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$506K Sell
1,664
-47
-3% -$14.3K 0.13% 38
2025
Q1
$459K Buy
1,711
+47
+3% +$12.6K 0.15% 39
2024
Q4
$410K Buy
1,664
+22
+1% +$5.42K 0.14% 47
2024
Q3
$376K Hold
1,642
0.13% 57
2024
Q2
$331K Buy
+1,642
New +$331K 0.13% 61