Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$501K Sell
1,577
-186
-11% -$59.1K 0.2% 46
2025
Q1
$457K Buy
1,763
+18
+1% +$4.67K 0.21% 42
2024
Q4
$705K Buy
+1,745
New +$705K 0.3% 43