Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
3,994
-353
-8% -$21.5K 0.09% 155
2025
Q1
$250K Sell
4,347
-517
-11% -$29.7K 0.11% 141
2024
Q4
$241K Buy
+4,864
New +$241K 0.16% 139