Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Sell
1,060
-2
-0.2% -$710 0.28% 53
2025
Q1
$372K Sell
1,062
-9
-0.8% -$3.16K 0.31% 51
2024
Q4
$339K Buy
+1,071
New +$339K 0.3% 53