Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Sell
39,312
-7,654
-16% -$75.2K 0.04% 693
2025
Q1
$341K Sell
46,966
-4,751
-9% -$34.5K 0.04% 681
2024
Q4
$404K Sell
51,717
-4,395
-8% -$34.4K 0.05% 392
2024
Q3
$415K Buy
+56,112
New +$415K 0.04% 407