Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
1,378
-180
-12% -$28.1K 0.05% 227
2025
Q1
$257K Sell
1,558
-319
-17% -$52.5K 0.07% 202
2024
Q4
$306K Sell
1,877
-153
-8% -$24.9K 0.09% 181
2024
Q3
$397K Sell
2,030
-151
-7% -$29.5K 0.15% 126
2024
Q2
$378K Buy
+2,181
New +$378K 0.19% 113