Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
3,229
-124
-4% -$12.4K 0.16% 248
2025
Q1
$353K Sell
3,353
-2,892
-46% -$304K 0.16% 244
2024
Q4
$492K Buy
6,245
+3,027
+94% +$239K 0.21% 112
2024
Q3
$239K Buy
+3,218
New +$239K 0.14% 361