Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Sell
2,258
-211
-9% -$28.7K 0.12% 196
2025
Q1
$327K Sell
2,469
-33
-1% -$4.38K 0.14% 173
2024
Q4
$283K Buy
+2,502
New +$283K 0.08% 188