Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
3,018
-987
-25% -$90.6K 0.01% 941
2025
Q1
$352K Buy
4,005
+1,447
+57% +$127K 0.01% 809
2024
Q4
$237K Buy
2,558
+302
+13% +$27.9K 0.01% 909
2024
Q3
$209K Buy
+2,256
New +$209K 0.01% 854