Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
1,540
-143
-8% -$32.5K 0.28% 71
2025
Q1
$410K Sell
1,683
-31
-2% -$7.56K 0.37% 57
2024
Q4
$482K Buy
+1,714
New +$482K 0.44% 51