Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Sell
3,298
-617
-16% -$70.7K 0.02% 482
2025
Q1
$284K Sell
3,915
-159
-4% -$11.5K 0.02% 601
2024
Q4
$537K Sell
4,074
-3
-0.1% -$395 0.03% 405
2024
Q3
$444K Buy
+4,077
New +$444K 0.03% 476