Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Sell
1,022
-52
-5% -$18.5K 0.35% 43
2025
Q1
$376K Sell
1,074
-86
-7% -$30.1K 0.43% 37
2024
Q4
$367K Buy
+1,160
New +$367K 0.41% 38