Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$164K Sell
1,335
-367
-22% -$45K 0.17% 71
2025
Q1
$155K Sell
1,702
-118
-6% -$10.8K 0.16% 74
2024
Q4
$210K Buy
+1,820
New +$210K 0.19% 69