Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$129K Sell
18,600
-14,815
-44% -$103K 0.02% 233
2025
Q1
$187K Buy
33,415
+20,373
+156% +$114K 0.04% 224
2024
Q4
$73.6K Sell
13,042
-20,550
-61% -$116K 0.02% 201
2024
Q3
$205K Buy
+33,592
New +$205K 0.05% 192