Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
1,338
-275
-17% -$63.6K 0.08% 152
2025
Q1
$352K Sell
1,613
-85
-5% -$18.6K 0.09% 144
2024
Q4
$348K Sell
1,698
-478
-22% -$98K 0.09% 144
2024
Q3
$362K Buy
2,176
+56
+3% +$9.33K 0.09% 144
2024
Q2
$303K Buy
+2,120
New +$303K 0.08% 186