Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
1,752
-375
-18% -$60.7K 0.01% 771
2025
Q1
$227K Sell
2,127
-314
-13% -$33.5K 0.01% 816
2024
Q4
$301K Buy
+2,441
New +$301K 0.01% 741