Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Sell
4,500
-1,000
-18% -$63.7K 0.17% 30
2025
Q1
$333K Buy
5,500
+1,496
+37% +$90.5K 0.22% 25
2024
Q4
$253K Buy
+4,004
New +$253K 0.15% 32