Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
1,598
-44
-3% -$8.17K 0.07% 180
2025
Q1
$344K Sell
1,642
-322
-16% -$67.5K 0.1% 151
2024
Q4
$349K Sell
1,964
-97
-5% -$17.2K 0.1% 150
2024
Q3
$407K Buy
+2,061
New +$407K 0.15% 121