Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Sell
2,145
-872
-29% -$125K 0.04% 308
2025
Q1
$505K Sell
3,017
-4,796
-61% -$802K 0.07% 224
2024
Q4
$1.13M Buy
+7,813
New +$1.13M 0.16% 102