Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
1,576
-109
-6% -$29.9K 0.11% 125
2025
Q1
$589K Sell
1,685
-114
-6% -$39.8K 0.17% 94
2024
Q4
$820K Buy
+1,799
New +$820K 0.23% 89