Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
243
-49
-17% -$48.5K 0.2% 67
2025
Q1
$276K Sell
292
-15
-5% -$14.2K 0.26% 59
2024
Q4
$281K Buy
+307
New +$281K 0.26% 64