Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Sell
1,931
-1,155
-37% -$252K 0.18% 223
2025
Q1
$420K Buy
3,086
+2,706
+712% +$368K 0.18% 197
2024
Q4
$54.7K Buy
+380
New +$54.7K 0.07% 456