Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
2,900
-5,100
-64% -$476K 0.13% 132
2025
Q1
$583K Buy
8,000
+6,000
+300% +$437K 0.46% 57
2024
Q4
$121K Buy
+2,000
New +$121K 0.11% 122