Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Sell
2,639
-2,348
-47% -$302K 0.01% 268
2025
Q1
$360K Sell
4,987
-383
-7% -$27.7K 0.01% 274
2024
Q4
$624K Buy
5,370
+1,170
+28% +$136K 0.02% 253
2024
Q3
$418K Buy
+4,200
New +$418K 0.01% 258