Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$175K Sell
1,845
-47
-2% -$4.47K 0.06% 273
2025
Q1
$174K Sell
1,892
-89
-4% -$8.18K 0.07% 248
2024
Q4
$206K Buy
+1,981
New +$206K 0.13% 186