Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
10,076
-163
-2% -$4.72K 0.19% 133
2025
Q1
$290K Sell
10,239
-659
-6% -$18.6K 0.23% 121
2024
Q4
$248K Buy
+10,898
New +$248K 0.21% 141