Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
4,872
-305
-6% -$13.9K 0.22% 79
2025
Q1
$241K Sell
5,177
-120
-2% -$5.58K 0.27% 75
2024
Q4
$219K Buy
+5,297
New +$219K 0.24% 84