Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
2,216
-546
-20% -$53.4K 0.18% 78
2025
Q1
$242K Sell
2,762
-275
-9% -$24.1K 0.23% 67
2024
Q4
$274K Buy
+3,037
New +$274K 0.26% 68