Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
7,853
-329
-4% -$12K 0.02% 576
2025
Q1
$271K Sell
8,182
-628
-7% -$20.8K 0.02% 619
2024
Q4
$249K Sell
8,810
-3,001
-25% -$84.7K 0.01% 632
2024
Q3
$296K Buy
+11,811
New +$296K 0.02% 594