Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
3,785
-185
-5% -$17.3K 0.16% 123
2025
Q1
$289K Buy
3,970
+500
+14% +$36.4K 0.14% 135
2024
Q4
$209K Buy
+3,470
New +$209K 0.1% 156