Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
3,713
-18
-0.5% -$1.43K 0.06% 209
2025
Q1
$335K Sell
3,731
-8,090
-68% -$726K 0.08% 174
2024
Q4
$1.18M Buy
+11,821
New +$1.18M 0.25% 84