Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$752K Sell
5,853
-195
-3% -$25K 0.36% 69
2025
Q1
$437K Buy
6,048
+5,498
+1,000% +$397K 0.23% 105
2024
Q4
$62.5K Buy
+550
New +$62.5K 0.03% 259