Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
998
-235
-19% -$65.6K 0.33% 82
2025
Q1
$382K Buy
1,233
+27
+2% +$8.36K 0.46% 64
2024
Q4
$314K Buy
+1,206
New +$314K 0.44% 66