Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
11,864
-15,224
-56% -$369K 0.22% 104
2025
Q1
$686K Buy
27,088
+1,037
+4% +$26.3K 0.62% 69
2024
Q4
$691K Buy
26,051
+5,096
+24% +$135K 0.6% 62
2024
Q3
$606K Buy
+20,955
New +$606K 0.53% 69