Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Sell
1,236
-25
-2% -$7.94K 0.29% 93
2025
Q1
$327K Sell
1,261
-22
-2% -$5.7K 0.27% 105
2024
Q4
$518K Buy
+1,283
New +$518K 0.41% 71