Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
3,305
-1,564
-32% -$126K 0.01% 694
2025
Q1
$397K Sell
4,869
-124
-2% -$10.1K 0.02% 539
2024
Q4
$365K Buy
+4,993
New +$365K 0.02% 545