Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
2,038
-193
-9% -$21.5K 0.13% 119
2025
Q1
$286K Buy
2,231
+253
+13% +$32.4K 0.16% 106
2024
Q4
$267K Buy
+1,978
New +$267K 0.14% 115