Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Sell
6,107
-127
-2% -$10.2K 0.06% 249
2025
Q1
$500K Buy
6,234
+855
+16% +$68.6K 0.07% 226
2024
Q4
$440K Buy
+5,379
New +$440K 0.06% 234