Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
2,755
-39
-1% -$3.58K 0.06% 356
2025
Q1
$246K Sell
2,794
-2,213
-44% -$195K 0.08% 303
2024
Q4
$463K Sell
5,007
-140
-3% -$13K 0.14% 181
2024
Q3
$477K Buy
+5,147
New +$477K 0.14% 178