Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
13,890
-2,643
-16% -$53.6K 0.13% 162
2025
Q1
$319K Sell
16,533
-2,967
-15% -$57.3K 0.17% 135
2024
Q4
$332K Sell
19,500
-1,134
-5% -$19.3K 0.15% 132
2024
Q3
$334K Buy
+20,634
New +$334K 0.18% 118