Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
1,503
-466
-24% -$75.4K 0.14% 138
2025
Q1
$210K Sell
1,969
-231
-11% -$24.7K 0.13% 146
2024
Q4
$271K Buy
2,200
+100
+5% +$12.3K 0.16% 134
2024
Q3
$300K Buy
+2,100
New +$300K 0.18% 128