Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
212
-460
-68% -$435K 0.02% 278
2025
Q1
$636K Sell
672
-2
-0.3% -$1.89K 0.05% 150
2024
Q4
$618K Buy
+674
New +$618K 0.05% 147