Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
1,862
-2,113
-53% -$280K 0.03% 259
2025
Q1
$475K Buy
3,975
+541
+16% +$64.6K 0.06% 114
2024
Q4
$451K Buy
+3,434
New +$451K 0.06% 105