Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
4,245
-953
-18% -$46K 0.04% 312
2025
Q1
$269K Sell
5,198
-1,040
-17% -$53.9K 0.06% 248
2024
Q4
$333K Buy
6,238
+1,522
+32% +$81.2K 0.07% 215
2024
Q3
$245K Buy
+4,716
New +$245K 0.06% 216