Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
7,283
-420
-5% -$12.2K 0.13% 101
2025
Q1
$218K Sell
7,703
-1,734
-18% -$49K 0.16% 93
2024
Q4
$215K Buy
+9,437
New +$215K 0.17% 91