Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Sell
539
-537
-50% -$412K 0.05% 207
2025
Q1
$592K Buy
1,076
+424
+65% +$233K 0.07% 158
2024
Q4
$292K Buy
+652
New +$292K 0.04% 252