Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
3,424
-49
-1% -$3.96K 0.06% 187
2025
Q1
$283K Sell
3,473
-62
-2% -$5.05K 0.07% 173
2024
Q4
$258K Sell
3,535
-131
-4% -$9.57K 0.06% 189
2024
Q3
$218K Buy
+3,666
New +$218K 0.05% 233