Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$728K Sell
2,293
-24
-1% -$7.62K 0.55% 35
2025
Q1
$600K Sell
2,317
-33
-1% -$8.55K 0.47% 40
2024
Q4
$949K Buy
+2,350
New +$949K 0.72% 29