Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
8,583
-862
-9% -$24.9K 0.05% 265
2025
Q1
$256K Sell
9,445
-2,201
-19% -$59.7K 0.04% 229
2024
Q4
$332K Buy
11,646
+5,251
+82% +$150K 0.07% 165
2024
Q3
$203K Buy
+6,395
New +$203K 0.05% 227