Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Sell
4,521
-301
-6% -$28.1K 0.06% 177
2025
Q1
$351K Buy
4,822
+1,504
+45% +$110K 0.05% 189
2024
Q4
$200K Buy
+3,318
New +$200K 0.03% 244