Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Sell
7,531
-2,115
-22% -$47.4K 0.03% 232
2025
Q1
$219K Sell
9,646
-200
-2% -$4.54K 0.04% 207
2024
Q4
$197K Buy
+9,846
New +$197K 0.03% 214