Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
1,111
-85
-7% -$17.7K 0.11% 141
2025
Q1
$260K Sell
1,196
-234
-16% -$50.8K 0.13% 133
2024
Q4
$295K Buy
+1,430
New +$295K 0.15% 117