Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
1,853
-324
-15% -$42.8K 0.01% 653
2025
Q1
$204K Buy
2,177
+231
+12% +$21.7K 0.01% 662
2024
Q4
$261K Buy
+1,946
New +$261K 0.01% 577