Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Sell
1,933
-32
-2% -$6.71K 0.16% 134
2025
Q1
$335K Buy
1,965
+167
+9% +$28.5K 0.18% 110
2024
Q4
$318K Buy
+1,798
New +$318K 0.16% 122