Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Sell
3,080
-101
-3% -$11.8K 0.02% 147
2025
Q1
$304K Buy
3,181
+181
+6% +$17.3K 0.02% 143
2024
Q4
$319K Buy
+3,000
New +$319K 0.02% 139