Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
2,831
-159
-5% -$20.6K 0.3% 53
2025
Q1
$360K Sell
2,990
-136
-4% -$16.4K 0.33% 47
2024
Q4
$365K Sell
3,126
-213
-6% -$24.9K 0.31% 48
2024
Q3
$501K Buy
+3,339
New +$501K 0.41% 41