Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Sell
17,508
-612
-3% -$6.64K 0.12% 105
2025
Q1
$182K Sell
18,120
-8,481
-32% -$85.1K 0.13% 100
2024
Q4
$263K Buy
+26,601
New +$263K 0.21% 76