Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
11,292
-1,717
-13% -$21.4K 0.16% 285
2025
Q1
$158K Sell
13,009
-987
-7% -$12K 0.52% 88
2024
Q4
$161K Buy
+13,996
New +$161K 0.09% 294
2024
Q3
Sell
-13,072
Closed -$150K 471
2024
Q2
$150K Buy
+13,072
New +$150K 0.08% 418