Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
1,129
-118
-9% -$25.8K 0.1% 123
2025
Q1
$174K Sell
1,247
-387
-24% -$54.1K 0.08% 156
2024
Q4
$272K Buy
+1,634
New +$272K 0.09% 140