Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Sell
1,093
-704
-39% -$224K 0.53% 49
2025
Q1
$466K Buy
1,797
+1,196
+199% +$310K 0.47% 58
2024
Q4
$243K Buy
+601
New +$243K 0.24% 90