Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$868K Sell
24,310
-991
-4% -$35.4K 0.4% 60
2025
Q1
$934K Buy
25,301
+4,812
+23% +$178K 0.46% 55
2024
Q4
$769K Buy
+20,489
New +$769K 0.39% 60