Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
1,384
-529
-28% -$98.2K 0.17% 152
2025
Q1
$401K Buy
1,913
+174
+10% +$36.5K 0.32% 85
2024
Q4
$309K Buy
+1,739
New +$309K 0.26% 111