Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
1,854
-1,192
-39% -$181K 0.23% 103
2025
Q1
$447K Sell
3,046
-451
-13% -$66.2K 0.41% 49
2024
Q4
$451K Buy
+3,497
New +$451K 0.42% 61
2023
Q3
$324K Sell
4,141
-86
-2% -$6.73K 0.41% 71
2023
Q2
$354K Buy
+4,227
New +$354K 0.42% 65