Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$663K Buy
6,974
+338
+5% +$32.1K 0.5% 42
2025
Q1
$646K Sell
6,636
-58
-0.9% -$5.65K 0.54% 42
2024
Q4
$696K Buy
+6,694
New +$696K 0.62% 41