Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
3,050
-2,000
-40% -$163K 0.4% 60
2025
Q1
$501K Buy
5,050
+10
+0.2% +$992 0.74% 46
2024
Q4
$506K Buy
+5,040
New +$506K 0.74% 44