Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Sell
4,705
-353
-7% -$27.9K 0.12% 119
2025
Q1
$454K Sell
5,058
-971
-16% -$87.2K 0.17% 88
2024
Q4
$600K Buy
+6,029
New +$600K 0.23% 67