Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
2,900
-550
-16% -$51.3K 0.2% 18
2025
Q1
$251K Buy
3,450
+150
+5% +$10.9K 0.16% 20
2024
Q4
$199K Buy
+3,300
New +$199K 0.13% 20