Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
16,968
+105
+0.6% +$2.3K 0.08% 246
2025
Q1
$330K Sell
16,863
-834
-5% -$16.3K 0.1% 223
2024
Q4
$277K Sell
17,697
-736
-4% -$11.5K 0.08% 275
2024
Q3
$335K Buy
+18,433
New +$335K 0.1% 239