Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Sell
2,305
-35
-1% -$4.53K 0.06% 208
2025
Q1
$280K Sell
2,340
-21
-0.9% -$2.51K 0.07% 201
2024
Q4
$274K Buy
+2,361
New +$274K 0.06% 206