Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
1,771
-1,499
-46% -$234K 0.03% 201
2025
Q1
$538K Sell
3,270
-65
-2% -$10.7K 0.05% 127
2024
Q4
$543K Buy
+3,335
New +$543K 0.05% 132