Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Sell
2,389
-205
-8% -$16.2K 0.14% 86
2025
Q1
$233K Sell
2,594
-297
-10% -$26.7K 0.18% 73
2024
Q4
$288K Buy
+2,891
New +$288K 0.22% 68