Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Sell
2,253
-1,996
-47% -$142K 0.08% 196
2025
Q1
$311K Buy
4,249
+35
+0.8% +$2.57K 0.13% 164
2024
Q4
$277K Buy
+4,214
New +$277K 0.13% 154