Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
1,367
-493
-27% -$101K 0.23% 44
2025
Q1
$413K Sell
1,860
-200
-10% -$44.4K 0.45% 30
2024
Q4
$516K Buy
+2,060
New +$516K 0.56% 19