Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
1,370
-34
-2% -$7.7K 0.17% 56
2025
Q1
$233K Sell
1,404
-12
-0.8% -$1.99K 0.11% 70
2024
Q4
$280K Sell
1,416
-7
-0.5% -$1.38K 0.13% 60
2024
Q3
$247K Buy
+1,423
New +$247K 0.12% 62