Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
273
-123
-31% -$47.3K 0.06% 250
2025
Q1
$152K Sell
396
-209
-35% -$80.2K 0.06% 268
2024
Q4
$265K Buy
+605
New +$265K 0.12% 159