Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
9,180
-200
-2% -$5.12K 0.07% 157
2025
Q1
$238K Sell
9,380
-563
-6% -$14.3K 0.08% 149
2024
Q4
$263K Buy
+9,943
New +$263K 0.09% 138