Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
21,755
-13,189
-38% -$124K 0.06% 211
2025
Q1
$324K Buy
34,944
+2,783
+9% +$25.8K 0.09% 173
2024
Q4
$325K Buy
32,161
+3,210
+11% +$32.4K 0.09% 171
2024
Q3
$289K Buy
+28,951
New +$289K 0.08% 185