Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
1,125
-110
-9% -$20.4K 0.13% 56
2025
Q1
$259K Sell
1,235
-15
-1% -$3.14K 0.19% 45
2024
Q4
$214K Buy
+1,250
New +$214K 0.19% 48