Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
809
-134
-14% -$40.7K 0.12% 123
2025
Q1
$253K Sell
943
-506
-35% -$136K 0.13% 104
2024
Q4
$357K Buy
+1,449
New +$357K 0.2% 63