Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$737K Sell
9,314
-350
-4% -$27.7K 0.48% 34
2025
Q1
$867K Sell
9,664
-75
-0.8% -$6.73K 0.58% 33
2024
Q4
$969K Buy
+9,739
New +$969K 0.65% 30