Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Sell
2,316
-288
-11% -$39.3K 0.02% 197
2025
Q1
$220K Sell
2,604
-568
-18% -$47.9K 0.01% 201
2024
Q4
$240K Buy
+3,172
New +$240K 0.01% 200