Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
20,711
-372
-2% -$4.04K 0.04% 245
2025
Q1
$211K Sell
21,083
-158
-0.7% -$1.59K 0.05% 238
2024
Q4
$210K Buy
+21,241
New +$210K 0.05% 241