Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Sell
1,275
-45
-3% -$14.3K 0.13% 68
2025
Q1
$342K Buy
1,320
+193
+17% +$50K 0.12% 64
2024
Q4
$455K Buy
+1,127
New +$455K 0.16% 53