Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$710K Sell
1,999
-75
-4% -$26.6K 0.46% 36
2025
Q1
$727K Buy
2,074
+75
+4% +$26.3K 0.49% 37
2024
Q4
$632K Buy
+1,999
New +$632K 0.43% 39