Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
13,075
-5,794
-31% -$61.6K 0.07% 216
2025
Q1
$189K Buy
18,869
+1,789
+10% +$17.9K 0.08% 236
2024
Q4
$172K Buy
+17,080
New +$172K 0.08% 213