Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$876K Sell
5,620
-452
-7% -$70.5K 0.4% 59
2025
Q1
$1,000K Sell
6,072
-1,844
-23% -$304K 0.5% 50
2024
Q4
$1.29M Buy
+7,916
New +$1.29M 0.65% 39