Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
1,456
-145
-9% -$22.6K 0.12% 155
2025
Q1
$264K Sell
1,601
-39
-2% -$6.42K 0.15% 143
2024
Q4
$267K Buy
1,640
+10
+0.6% +$1.63K 0.15% 128
2024
Q3
$318K Buy
+1,630
New +$318K 0.16% 129