Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$757K Sell
2,120
-181
-8% -$64.6K 0.29% 87
2025
Q1
$625K Buy
2,301
+77
+3% +$20.9K 0.28% 86
2024
Q4
$738K Buy
+2,224
New +$738K 0.2% 74