Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
1,400
-70
-5% -$12.7K 0.01% 581
2025
Q1
$255K Sell
1,470
-176
-11% -$30.5K 0.01% 599
2024
Q4
$324K Buy
+1,646
New +$324K 0.01% 591