Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Sell
905
-127
-12% -$23.6K 0.06% 280
2025
Q1
$192K Sell
1,032
-327
-24% -$60.9K 0.08% 228
2024
Q4
$241K Buy
+1,359
New +$241K 0.15% 155