Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
1,479
-219
-13% -$52.6K 0.28% 96
2025
Q1
$397K Buy
1,698
+153
+10% +$35.7K 0.4% 73
2024
Q4
$399K Buy
+1,545
New +$399K 0.39% 67