Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
589
-109
-16% -$38.9K 0.1% 144
2025
Q1
$279K Sell
698
-85
-11% -$33.9K 0.15% 94
2024
Q4
$281K Buy
+783
New +$281K 0.16% 83