Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Sell
1,014
-397
-28% -$126K 0.19% 71
2025
Q1
$366K Sell
1,411
-335
-19% -$86.8K 0.23% 68
2024
Q4
$705K Buy
1,746
+49
+3% +$19.8K 0.42% 52
2024
Q3
$444K Buy
+1,697
New +$444K 0.26% 61