Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Sell
405
-20
-5% -$11K 0.16% 130
2025
Q1
$274K Sell
425
-204
-32% -$132K 0.24% 107
2024
Q4
$412K Buy
+629
New +$412K 0.35% 78