Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Sell
4,642
-4,099
-47% -$99.4K 0.06% 244
2025
Q1
$222K Buy
8,741
+63
+0.7% +$1.6K 0.09% 215
2024
Q4
$230K Buy
+8,678
New +$230K 0.11% 184