Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Sell
42,286
-14,857
-26% -$134K 0.14% 39
2025
Q1
$367K Buy
57,143
+22,857
+67% +$147K 0.02% 55
2024
Q4
$326K Buy
+34,286
New +$326K 0.14% 37