Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Sell
3,141
-230
-7% -$35K 0.49% 71
2025
Q1
$495K Sell
3,371
-29
-0.9% -$4.26K 0.54% 63
2024
Q4
$439K Buy
+3,400
New +$439K 0.44% 76