Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
2,064
-78
-4% -$10.1K 0.12% 83
2025
Q1
$258K Buy
2,142
+57
+3% +$6.86K 0.13% 80
2024
Q4
$255K Buy
+2,085
New +$255K 0.12% 84