Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Sell
20,550
-2,820
-12% -$22.2K 0.04% 413
2025
Q1
$181K Sell
23,370
-266
-1% -$2.06K 0.06% 349
2024
Q4
$235K Sell
23,636
-865
-4% -$8.61K 0.07% 318
2024
Q3
$146K Buy
+24,501
New +$146K 0.04% 381