Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Sell
1,757
-877
-33% -$193K 0.04% 668
2025
Q1
$346K Sell
2,634
-287
-10% -$37.6K 0.04% 406
2024
Q4
$400K Sell
2,921
-1,177
-29% -$161K 0.04% 609
2024
Q3
$416K Buy
+4,098
New +$416K 0.04% 391