Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Sell
7,486
-1,266
-14% -$31K 0.01% 789
2025
Q1
$242K Sell
8,752
-774
-8% -$21.4K 0.01% 699
2024
Q4
$311K Buy
+9,526
New +$311K 0.01% 617