Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
2,308
-129
-5% -$11.8K 0.08% 139
2025
Q1
$214K Sell
2,437
-213
-8% -$18.7K 0.09% 138
2024
Q4
$245K Buy
+2,650
New +$245K 0.09% 143