Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
996
-140
-12% -$31.8K 0.21% 114
2025
Q1
$277K Sell
1,136
-155
-12% -$37.8K 0.31% 94
2024
Q4
$363K Buy
+1,291
New +$363K 0.39% 73