Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
3,073
-1,253
-29% -$88.2K 0.12% 122
2025
Q1
$317K Sell
4,326
-1,341
-24% -$98.3K 0.18% 99
2024
Q4
$355K Buy
5,667
+173
+3% +$10.8K 0.18% 95
2024
Q3
$362K Buy
+5,494
New +$362K 0.18% 97