Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
4,952
-300
-6% -$21.3K 0.1% 135
2025
Q1
$333K Buy
5,252
+1,925
+58% +$122K 0.09% 126
2024
Q4
$252K Buy
+3,327
New +$252K 0.07% 142