Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$182K Sell
21,522
-5,829
-21% -$49.4K 0.03% 280
2025
Q1
$223K Sell
27,351
-8,181
-23% -$66.6K 0.05% 218
2024
Q4
$246K Buy
35,532
+1,057
+3% +$7.3K 0.05% 239
2024
Q3
$249K Buy
+34,475
New +$249K 0.06% 203