Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
3,062
-838
-21% -$69.7K 0.12% 130
2025
Q1
$333K Buy
3,900
+52
+1% +$4.45K 0.17% 118
2024
Q4
$292K Buy
+3,848
New +$292K 0.15% 120