Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
690
-285
-29% -$94.2K 0.02% 272
2025
Q1
$321K Sell
975
-155
-14% -$51K 0.03% 225
2024
Q4
$312K Buy
+1,130
New +$312K 0.02% 237