Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
1,645
-435
-21% -$68.6K 0.12% 151
2025
Q1
$367K Sell
2,080
-246
-11% -$43.4K 0.21% 96
2024
Q4
$457K Buy
+2,326
New +$457K 0.26% 94