Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
4,813
-235
-5% -$21.9K 0.37% 57
2025
Q1
$368K Buy
5,048
+844
+20% +$61.5K 0.35% 65
2024
Q4
$254K Buy
+4,204
New +$254K 0.24% 93