Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Sell
1,911
-238
-11% -$53.9K 0.41% 80
2025
Q1
$357K Buy
2,149
+155
+8% +$25.7K 0.37% 90
2024
Q4
$394K Buy
+1,994
New +$394K 0.42% 79