Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
1,323
-902
-41% -$243K 0.01% 935
2025
Q1
$446K Sell
2,225
-1,378
-38% -$276K 0.01% 827
2024
Q4
$999K Buy
+3,603
New +$999K 0.02% 604