Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
13,000
-3,000
-19% -$64.6K 0.1% 161
2025
Q1
$217K Buy
16,000
+4,000
+33% +$54.2K 0.09% 174
2024
Q4
$191K Buy
+12,000
New +$191K 0.07% 196