Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
1,524
-16
-1% -$3.7K 0.37% 21
2025
Q1
$336K Buy
1,540
+148
+11% +$32.3K 0.35% 25
2024
Q4
$285K Buy
+1,392
New +$285K 0.3% 30