Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
1,068
-100
-9% -$35.7K 0.07% 126
2025
Q1
$466K Sell
1,168
-117
-9% -$46.7K 0.1% 109
2024
Q4
$462K Buy
+1,285
New +$462K 0.1% 102