Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
1,183
-122
-9% -$34.1K 0.1% 186
2025
Q1
$407K Buy
1,305
+156
+14% +$48.6K 0.14% 154
2024
Q4
$299K Buy
1,149
+61
+6% +$15.9K 0.1% 193
2024
Q3
$351K Buy
+1,088
New +$351K 0.12% 176