Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Sell
2,955
-17
-0.6% -$2.2K 0.14% 143
2025
Q1
$345K Sell
2,972
-251
-8% -$29.1K 0.15% 143
2024
Q4
$374K Buy
+3,223
New +$374K 0.23% 111