Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
10,373
-624
-6% -$16.2K 0.16% 128
2025
Q1
$279K Buy
10,997
+251
+2% +$6.37K 0.19% 122
2024
Q4
$227K Buy
+10,746
New +$227K 0.15% 139