Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
3,618
-290
-7% -$20.1K 0.12% 133
2025
Q1
$241K Sell
3,908
-627
-14% -$38.7K 0.12% 139
2024
Q4
$268K Buy
+4,535
New +$268K 0.13% 127