Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Sell
20,934
-1,576
-7% -$13.2K 0.09% 266
2025
Q1
$143K Buy
22,510
+4,691
+26% +$29.7K 0.17% 147
2024
Q4
$157K Buy
+17,819
New +$157K 0.11% 253