Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
1,487
-20
-1% -$4.55K 0.34% 92
2025
Q1
$367K Buy
1,507
+340
+29% +$82.9K 0.4% 89
2024
Q4
$328K Buy
+1,167
New +$328K 0.33% 104