Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
2,762
-807
-23% -$78.9K 0.22% 134
2025
Q1
$313K Buy
3,569
+239
+7% +$21K 0.25% 123
2024
Q4
$296K Buy
+3,330
New +$296K 0.36% 98