Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
10,661
-1,984
-16% -$51.6K 0.02% 201
2025
Q1
$321K Sell
12,645
-1,435
-10% -$36.4K 0.03% 187
2024
Q4
$298K Sell
14,080
-640
-4% -$13.5K 0.03% 188
2024
Q3
$284K Buy
+14,720
New +$284K 0.03% 187