Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
1,481
-127
-8% -$19.3K 0.06% 192
2025
Q1
$236K Sell
1,608
-109
-6% -$16K 0.07% 186
2024
Q4
$222K Buy
1,717
+154
+10% +$19.9K 0.06% 197
2024
Q3
$214K Buy
+1,563
New +$214K 0.06% 195