Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
1,305
-643
-33% -$104K 0.1% 109
2025
Q1
$208K Sell
1,948
-184
-9% -$19.6K 0.12% 106
2024
Q4
$263K Sell
2,132
-98
-4% -$12.1K 0.16% 91
2024
Q3
$319K Buy
+2,230
New +$319K 0.21% 83