Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
14,944
-13,625
-48% -$191K 0.03% 885
2025
Q1
$266K Buy
28,569
+676
+2% +$6.29K 0.04% 627
2024
Q4
$214K Buy
+27,893
New +$214K 0.03% 790