Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Sell
11,531
-2,098
-15% -$28.8K 0.05% 88
2025
Q1
$170K Buy
13,629
+1,611
+13% +$20.1K 0.05% 79
2024
Q4
$160K Sell
12,018
-1,797
-13% -$23.9K 0.05% 72
2024
Q3
$155K Buy
13,815
+4,488
+48% +$50.4K 0.04% 81
2024
Q2
$125K Sell
9,327
-828
-8% -$11.1K 0.03% 82
2024
Q1
$111K Buy
+10,155
New +$111K 0.03% 77