Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
1,120
-918
-45% -$301K 0.18% 199
2025
Q1
$545K Buy
2,038
+1,112
+120% +$297K 0.25% 78
2024
Q4
$220K Buy
+926
New +$220K 0.09% 552