Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
17,414
-3,200
-16% -$43.2K 0.1% 347
2025
Q1
$300K Buy
20,614
+13,875
+206% +$202K 0.13% 298
2024
Q4
$137K Buy
+6,739
New +$137K 0.17% 231