Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Sell
8,886
-702
-7% -$55.3K 0.37% 58
2025
Q1
$861K Buy
9,588
+4,890
+104% +$439K 0.35% 64
2024
Q4
$464K Buy
+4,698
New +$464K 0.21% 99