Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
1,144
-13
-1% -$4.61K 0.18% 48
2025
Q1
$405K Sell
1,157
-206
-15% -$72.2K 0.21% 47
2024
Q4
$431K Buy
+1,363
New +$431K 0.22% 47