Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Sell
3,278
-1,446
-31% -$207K 0.07% 296
2025
Q1
$595K Sell
4,724
-1,214
-20% -$153K 0.11% 256
2024
Q4
$833K Buy
5,938
+4,246
+251% +$595K 0.23% 158
2024
Q3
$217K Buy
+1,692
New +$217K 0.06% 314