Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
16,331
-9,104
-36% -$143K 0.16% 67
2025
Q1
$302K Buy
25,435
+3,341
+15% +$39.7K 0.23% 63
2024
Q4
$285K Buy
22,094
+225
+1% +$2.9K 0.23% 71
2024
Q3
$279K Hold
21,869
0.23% 72
2024
Q2
$308K Buy
+21,869
New +$308K 0.26% 68