Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
1,995
-155
-7% -$22.1K 0.01% 316
2025
Q1
$329K Sell
2,150
-44
-2% -$6.73K 0.02% 296
2024
Q4
$328K Buy
+2,194
New +$328K 0.02% 300