Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Sell
1,513
-125
-8% -$30K 0.21% 75
2025
Q1
$371K Buy
1,638
+640
+64% +$145K 0.22% 78
2024
Q4
$205K Buy
+998
New +$205K 0.13% 97