Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Sell
9,699
-1,590
-14% -$69K 0.1% 126
2025
Q1
$520K Buy
11,289
+2,195
+24% +$101K 0.15% 100
2024
Q4
$342K Sell
9,094
-163
-2% -$6.14K 0.1% 157
2024
Q3
$375K Buy
+9,257
New +$375K 0.14% 138