Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Sell
16,317
-2,725
-14% -$25.9K 0.22% 227
2025
Q1
$231K Buy
19,042
+7,965
+72% +$96.8K 0.32% 153
2024
Q4
$156K Buy
+11,077
New +$156K 0.13% 342