Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
1,817
-2,197
-55% -$346K 0.1% 332
2025
Q1
$708K Sell
4,014
-362
-8% -$63.8K 0.36% 61
2024
Q4
$860K Buy
+4,376
New +$860K 0.36% 58