Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
2,102
-52
-2% -$8.41K 0.14% 110
2025
Q1
$230K Buy
2,154
+239
+12% +$25.5K 0.1% 133
2024
Q4
$236K Buy
1,915
+85
+5% +$10.5K 0.1% 133
2024
Q3
$262K Sell
1,830
-92
-5% -$13.2K 0.11% 130
2024
Q2
$314K Buy
+1,922
New +$314K 0.14% 114