Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Sell
2,984
-13
-0.4% -$2.41K 0.56% 61
2025
Q1
$628K Sell
2,997
-332
-10% -$69.6K 0.68% 40
2024
Q4
$592K Buy
+3,329
New +$592K 0.59% 52