Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Sell
5,519
-497
-8% -$30.2K 0.04% 180
2025
Q1
$345K Buy
6,016
+1,165
+24% +$66.9K 0.04% 151
2024
Q4
$240K Buy
+4,851
New +$240K 0.03% 196