Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
1,122
-18
-2% -$3.3K 0.1% 229
2025
Q1
$200K Buy
+1,140
New +$200K 0.12% 164
2024
Q4
Sell
-1,057
Closed -$203K 174
2024
Q3
$203K Buy
+1,057
New +$203K 0.13% 134