Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$852K Sell
3,050
-50
-2% -$14K 0.66% 25
2025
Q1
$966K Buy
3,100
+150
+5% +$46.7K 0.86% 22
2024
Q4
$769K Buy
+2,950
New +$769K 0.63% 29