Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
2,884
-314
-10% -$22.3K 0.12% 130
2025
Q1
$203K Buy
3,198
+145
+5% +$9.2K 0.13% 129
2024
Q4
$231K Buy
+3,053
New +$231K 0.15% 129