Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
1,562
-859
-35% -$125K 0.01% 385
2025
Q1
$374K Buy
2,421
+236
+11% +$36.4K 0.01% 342
2024
Q4
$306K Buy
+2,185
New +$306K 0.01% 356