Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Sell
2,310
-88
-4% -$6.56K 0.15% 96
2025
Q1
$151K Sell
2,398
-217
-8% -$13.7K 0.14% 111
2024
Q4
$149K Buy
+2,615
New +$149K 0.14% 131