Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Sell
5,006
-120
-2% -$8.33K 0.05% 100
2025
Q1
$316K Sell
5,126
-686
-12% -$42.3K 0.05% 94
2024
Q4
$344K Sell
5,812
-449
-7% -$26.6K 0.05% 88
2024
Q3
$333K Sell
6,261
-242
-4% -$12.9K 0.05% 88
2024
Q2
$309K Buy
+6,503
New +$309K 0.05% 85