Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
2,349
-473
-17% -$40.6K 0.03% 451
2025
Q1
$258K Sell
2,822
-2,209
-44% -$202K 0.05% 353
2024
Q4
$465K Buy
+5,031
New +$465K 0.1% 227