Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
55
-10
-15% -$73.9K 0.23% 54
2025
Q1
$471K Hold
65
0.32% 47
2024
Q4
$532K Buy
+65
New +$532K 0.52% 31