Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
1,900
-1,800
-49% -$233K 0.04% 157
2025
Q1
$442K Buy
3,700
+2,300
+164% +$275K 0.08% 124
2024
Q4
$162K Buy
+1,400
New +$162K 0.03% 183