Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
2,369
-236
-9% -$27.2K 0.02% 306
2025
Q1
$249K Sell
2,605
-170
-6% -$16.2K 0.02% 305
2024
Q4
$295K Buy
+2,775
New +$295K 0.02% 287