Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Sell
1,269
-103
-8% -$28.8K 0.16% 72
2025
Q1
$428K Sell
1,372
-98
-7% -$30.5K 0.21% 64
2024
Q4
$383K Buy
+1,470
New +$383K 0.27% 63