Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$600K Sell
8,817
-29
-0.3% -$1.98K 0.01% 244
2025
Q1
$536K Buy
8,846
+888
+11% +$53.8K 0.01% 241
2024
Q4
$550K Buy
+7,958
New +$550K 0.01% 221