Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
30,805
-1,634
-5% -$14.2K 0.01% 503
2025
Q1
$283K Buy
32,439
+1,755
+6% +$15.3K 0.01% 445
2024
Q4
$330K Buy
+30,684
New +$330K 0.01% 424