Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$933K Sell
4,254
-214
-5% -$47K 0.44% 53
2025
Q1
$850K Sell
4,468
-244
-5% -$46.4K 0.46% 55
2024
Q4
$1.03M Buy
+4,712
New +$1.03M 0.57% 50