Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Sell
11,654
-413
-3% -$16.9K 0.01% 560
2025
Q1
$545K Sell
12,067
-1,686
-12% -$76.2K 0.02% 518
2024
Q4
$597K Buy
+13,753
New +$597K 0.02% 478