Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$187K Sell
2,357
-120
-5% -$9.5K 0.07% 265
2025
Q1
$205K Sell
2,477
-164
-6% -$13.6K 0.09% 220
2024
Q4
$263K Buy
+2,641
New +$263K 0.16% 143