Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
774
-592
-43% -$229K 0.11% 136
2025
Q1
$524K Buy
1,366
+437
+47% +$168K 0.22% 89
2024
Q4
$413K Buy
+929
New +$413K 0.21% 74