Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Sell
1,211
-997
-45% -$386K 0.21% 76
2025
Q1
$847K Buy
2,208
+162
+8% +$62.1K 0.38% 60
2024
Q4
$910K Buy
+2,046
New +$910K 0.4% 57