Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
2,809
-179
-6% -$17.7K 0.01% 491
2025
Q1
$244K Sell
2,988
-154
-5% -$12.6K 0.01% 490
2024
Q4
$326K Buy
+3,142
New +$326K 0.01% 426