Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
1,048
-474
-31% -$107K 0.2% 106
2025
Q1
$253K Buy
1,522
+20
+1% +$3.32K 0.24% 94
2024
Q4
$297K Buy
+1,502
New +$297K 0.27% 85