Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Sell
2,352
-139
-6% -$26.9K 0.04% 153
2025
Q1
$293K Buy
2,491
+411
+20% +$48.3K 0.03% 180
2024
Q4
$287K Buy
+2,080
New +$287K 0.03% 179