Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30K Sell
56
-2,209
-98% -$1.18M 0.01% 559
2025
Q1
$837K Buy
2,265
+1,087
+92% +$402K 0.36% 57
2024
Q4
$535K Buy
+1,178
New +$535K 0.67% 4