Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Sell
2,645
-350
-12% -$42.9K 0.12% 140
2025
Q1
$273K Sell
2,995
-495
-14% -$45.1K 0.11% 152
2024
Q4
$402K Buy
3,490
+385
+12% +$44.4K 0.14% 128
2024
Q3
$368K Buy
+3,105
New +$368K 0.13% 138