Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Sell
2,384
-794
-25% -$103K 0.12% 146
2025
Q1
$382K Sell
3,178
-42
-1% -$5.05K 0.16% 128
2024
Q4
$376K Buy
+3,220
New +$376K 0.15% 122