Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Sell
1,150
-148
-11% -$47K 0.24% 105
2025
Q1
$336K Buy
1,298
+46
+4% +$11.9K 0.25% 102
2024
Q4
$506K Buy
+1,252
New +$506K 0.43% 69