Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$147K Sell
10,669
-1,044
-9% -$14.3K 0.02% 243
2025
Q1
$146K Buy
11,713
+117
+1% +$1.46K 0.03% 228
2024
Q4
$154K Sell
11,596
-1,882
-14% -$25K 0.03% 265
2024
Q3
$151K Buy
+13,478
New +$151K 0.03% 275