Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$543K Sell
2,484
-46
-2% -$10.1K 0.55% 62
2025
Q1
$354K Buy
2,530
+669
+36% +$93.5K 0.39% 92
2024
Q4
$310K Buy
+1,861
New +$310K 0.31% 110