Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
1,090
-461
-30% -$105K 0.25% 75
2025
Q1
$378K Sell
1,551
-69
-4% -$16.8K 0.25% 85
2024
Q4
$456K Sell
1,620
-54
-3% -$15.2K 0.29% 79
2024
Q3
$458K Buy
1,674
+9
+0.5% +$2.46K 0.31% 79
2024
Q2
$499K Sell
1,665
-15
-0.9% -$4.5K 0.36% 62
2024
Q1
$487K Buy
+1,680
New +$487K 0.37% 65