Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
22,520
-3,870
-15% -$24.2K 0.12% 108
2025
Q1
$127K Buy
26,390
+6,120
+30% +$29.6K 0.12% 100
2024
Q4
$126K Buy
20,270
+7,240
+56% +$45.1K 0.12% 114
2024
Q3
$66.5K Buy
+13,030
New +$66.5K 0.06% 123