Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Sell
7,716
-280
-4% -$8.1K 0.04% 298
2025
Q1
$217K Sell
7,996
-12,363
-61% -$336K 0.05% 273
2024
Q4
$491K Buy
+20,359
New +$491K 0.11% 171