Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
2,610
-2,089
-44% -$279K 0.18% 111
2025
Q1
$623K Buy
4,699
+142
+3% +$18.8K 0.25% 86
2024
Q4
$583K Buy
+4,557
New +$583K 0.27% 79