Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84.3K Sell
12,791
-21,836
-63% -$144K 0.1% 320
2025
Q1
$150K Sell
34,627
-10,843
-24% -$47.1K 0.5% 92
2024
Q4
$370K Buy
45,470
+11,340
+33% +$92.3K 0.21% 48
2024
Q3
$218K Buy
+34,130
New +$218K 0.11% 337