Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Sell
5,714
-562
-9% -$51.6K 0.09% 246
2025
Q1
$552K Buy
6,276
+2,250
+56% +$198K 0.11% 206
2024
Q4
$372K Buy
+4,026
New +$372K 0.08% 262