Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Sell
5,816
-54
-0.9% -$3.84K 0.42% 79
2025
Q1
$373K Buy
5,870
+1,423
+32% +$90.3K 0.41% 87
2024
Q4
$337K Buy
+4,447
New +$337K 0.34% 99