Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
1,902
-192
-9% -$29.2K 0.09% 210
2025
Q1
$308K Sell
2,094
-33
-2% -$4.85K 0.11% 196
2024
Q4
$275K Buy
+2,127
New +$275K 0.1% 214