Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
792
-54
-6% -$17.2K 0.12% 139
2025
Q1
$219K Sell
846
-32
-4% -$8.29K 0.11% 145
2024
Q4
$355K Sell
878
-46
-5% -$18.6K 0.17% 111
2024
Q3
$242K Buy
+924
New +$242K 0.12% 133