Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
701
-864
-55% -$252K 0.11% 165
2025
Q1
$389K Buy
1,565
+617
+65% +$153K 0.16% 138
2024
Q4
$243K Buy
+948
New +$243K 0.11% 172