Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
12,648
-4,445
-26% -$93K 0.02% 243
2025
Q1
$410K Sell
17,093
-788
-4% -$18.9K 0.04% 185
2024
Q4
$382K Sell
17,881
-1,351
-7% -$28.8K 0.04% 171
2024
Q3
$454K Buy
19,232
+6,331
+49% +$149K 0.04% 159
2024
Q2
$235K Buy
12,901
+7,948
+160% +$144K 0.03% 221
2024
Q1
$106K Buy
+4,953
New +$106K 0.03% 195