Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
3,455
-448
-11% -$28.3K 0.11% 166
2025
Q1
$222K Buy
3,903
+418
+12% +$23.7K 0.12% 160
2024
Q4
$234K Buy
+3,485
New +$234K 0.13% 156