Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
536
-251
-32% -$97.1K 0.19% 132
2025
Q1
$302K Sell
787
-205
-21% -$78.6K 0.34% 84
2024
Q4
$441K Buy
+992
New +$441K 0.56% 43