Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Sell
2,647
-6,839
-72% -$472K 0.1% 184
2025
Q1
$585K Buy
9,486
+726
+8% +$44.8K 0.24% 94
2024
Q4
$531K Buy
+8,760
New +$531K 0.24% 92