Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
2,283
-1,287
-36% -$208K 0.1% 356
2025
Q1
$381K Buy
3,570
+1,648
+86% +$176K 0.11% 328
2024
Q4
$237K Buy
+1,922
New +$237K 0.08% 437