Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
2,057
-612
-23% -$79.3K 0.01% 689
2025
Q1
$321K Sell
2,669
-180
-6% -$21.7K 0.01% 634
2024
Q4
$333K Buy
+2,849
New +$333K 0.01% 596