Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
1,233
-223
-15% -$62.2K 0.04% 293
2025
Q1
$454K Buy
1,456
+199
+16% +$62K 0.06% 234
2024
Q4
$328K Buy
+1,257
New +$328K 0.05% 266